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.
Net Promotor ScoreHow likely clients are to refer
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.