Partnering With
Canter Wealth
We help advisors grow their business by providing qualified leads, leveraging technology and removing back office tasks.
With a proven track record for growth, learn how we can help your advisory business excel.
We'll help drive prospects through the funnel. Our marketing and business development team set your first appointments from hundreds of new, qualified prospects each year.
We invest in technology to create a better experience for you and your clients. Built for scale, ready to adapt.
Streamline your day-to-day operations and reduce overhead. Our in-house resources include portfolio management, compliance, marketing, and operations support.
How Your Clients Benefit
Customized trading + rebalancing
Comprehensive financial + tax planning
Nobel-prize investment strategies
Low cost institutional funds
Fiduciary standard of care
Account aggregation in custom portal
Interactive retirement tools
Fee-only advice
A Proven Growth Model
Firm's Stats: 2019-20210
New Leads
0
Prospects Seen
0
New Clients
$0
Growth of Assets Under Management
Your Opportunity Set
Annual Lead & Prospect Data Per Advisor: 2019-2021*
0
Leads Per Year
$0
prospect aum per year
*Averages are lower due to COVID-19
In-house Resources
Portfolio Management
Compliance
Marketing + Web Design
Transition Team
Human Resources
Accounting + Data Analytics
Leverage Canter Companies' Real Estate Expertise
Ever Evolving Integrated Tech Stack
Marketing Resources
Lead Generation
Content Creation
Web Development
Event Coordination
Social Media Strategy
Digital Advertising
Tailored marketing campaigns, executed
from start to finish, to deliver qualified leads
2019-2021 AUM Growth: $21,915,191 - $211,587,445