Coordinated Wealth
Management —

By design

Independent.
Family-Owned.
Built to Last.

Canty Wealth Management is an independent, family-owned, SEC-registered investment advisory firm — structured for continuity, accountability, and long-term alignment.

We serve individuals and families who want their financial decisions coordinated in one place — across investments, planning, and in-house tax strategy.

Our firm is built around multi-generational, owner-led advisory relationships. We operate as a fee-only fiduciary and intentionally limit the number of families we serve so we can remain closely involved in each client’s financial life.

Clients do not need to act as the intermediary between their advisor and their tax professional. We align those decisions in one place, so tradeoffs are visible, decisions are made in context, and important details are less likely to be missed.

1987

"Investment decisions made without understanding tax consequences — and tax decisions made without understanding portfolio impact. The result was quiet erosion."

Canty Wealth Management was built around a simple observation: financial decisions are rarely isolated.

Investment decisions have tax consequences. Tax decisions affect portfolios. Retirement planning depends on both.

When those decisions are handled separately, important tradeoffs can be missed. Over time, those missed connections can quietly erode outcomes.

Since 1987, our firm has focused on helping families make more disciplined, coordinated financial decisions — with investments, planning, and tax strategy considered together rather than separately.

People Who Own
What They Advise.

Clients work directly with advisors 
who are owners of the firm — aligned by 
structure, not just intention.

A Fiduciary Firm —
By Design.

Canty Wealth Management is an independent, fee-only fiduciary firm. We do not sell financial products, receive commissions, or maintain affiliations with fund companies or broker-dealers.

Our advice is objective, transparent, and aligned solely with our clients' interests. This structure also means we are selective — long-term success requires alignment, and we are comfortable saying no when that alignment isn't present.