Building a

Succession Plan

The continuity of your business is crucial to ensure continuity of care for you clients. With a Net Promotor Score of 100, we're confident that your clients will be in good hands. We offer smooth transitions backed by risk protection.

Having a succession plan can help provide your clients with peace of mind knowing that they will be taken care of in your absence and minimize service disruptions and client harm.

You’ve spent a career helping clients prepare for retirement, now it’s time to prepare for yours.

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

In-house Resources

Portfolio Management


Marketing + Web Design


Business Development

Transition Team

Human Resources

Accounting + Data Analytics

Ever Evolving Integrated Tech Stack

right capital advisors
lacerte tax advisors

Net Promotor Score

How likely clients are to refer

Canter 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.