About Canter
Canter Wealth (CW) is a division of Canter Companies, pioneers in a financial services category that puts real estate and wealth management under one roof. An elegant idea that is surprisingly rare in execution.
The goal is simple; improve financial outcomes through a coordinated approach. The results? Integrated asset management, a unique client experience that places you at the center of integration.
Today, CW has revolutionized this idea beyond your finances and real estate investments. Our team of Certified Financial PlannersTM lead their planning with a focus on tax mitigation, how to avoid outliving your assets in retirement, leaving a lasting legacy, and protecting yourself against potential risks, including inflation.
We partner with CPAs, Estate Planning Attorneys, and other professionals to provide you with a holistic financial plan that's custom for you.
Traditional Way
Product Provider
Offers incentive for salesperson to pitch their products
Salesperson
Recommends investments pitched by product provider that may or may not increase
Client
You end up with advice that's just suitable for your needs, but not necessarily in your best interest
Our Way
Client
Your financial advisor starts with you and your goals
Financial Advisor
Certified Financial PlannerTM provides recommendations that he or she believes are in your best interest
Investment Solutions
You end up with a dynamic financial plan and investment management solutions that improve your odds of success
Net Promotor Score
How likely clients are to referCanter Wealth
Industry Average
Net Promoter Score (NPS) is a client loyalty and satisfaction measurement taken from asking clients how likely they are to recommend our service to others on a scale of 0-10.
