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.
Let's Talk
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: January 1, 2019- December 31, 20230
New Leads
0
Prospects Seen
0
New Clients
$0
Growth of Assets Under Management
Your Opportunity Set
Case Study: 2023 Lead & Prospect Data for a CW Advisor
0
2023 Leads for 1 advisor
$0
2023 prospect aum for 1 advisor
$0
2023 gross new aum for 1 advisor
Net Promotor Score
How likely clients are to referCanter Wealth
Industry Average
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
2019-2023 AUM Growth: $21,915,191 - $257,477,597