Have your finances reviewed by a Certified Financial PlannerTM


Your first two meetings are complimentary, no strings attached.

Slide Build Your Financial Plan
Customized for your lifestyle & goals
Discover Tax Savings Strategies
& use new tax rules before they expire
Protect Your Investments
Learn how to increase your odds of success

Virtual Meeting Calendar


We're fiduciaries looking out for your best interest, period.


Have your finances reviewed by a Certified Financial PlannerTM


We're fiduciaries looking out for your best interest, period.


Schedule a virtual meeting today.

Your first two meetings are complimentary, no strings attached.

Virtual Meeting Calendar

Slide Build Your Financial Plan
Customized for your lifestyle & goals
Discover Tax Savings Strategies
& use new tax rules before they expire
Protect Your Investments
Learn how to increase your odds of success
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DISCLOSURES:


Investment Advisory Services offered through Canter Wealth, a Registered Investment Advisor. The strategies and investments discussed during the course may not be suitable for all investors. Exposure to ideas and financial vehicles discussed should not be considered investment advice or recommendation to buy or sell any financial vehicle. The materials are provided for informational purposes only and should not be used or construed as an offer to sell or a solicitation of an offer to buy any security. Past performance is not indicative of future results. Investments will fluctuate and, when redeemed, may be worth more than or less than when originally invested. Canter Wealth does not render legal, accounting, or tax advice; please consult your tax or legal advisors before taking any action that may have tax consequences. Canter Strategic Wealth Management, LLC d/b/a Canter Wealth (the Registered Investment Adviser), and Canter Brokerage, Inc. are affiliated companies Canter Companies. Persons engaging the services of one affiliate of the Canter Companies should be aware each of the companies operates separately. Engaging the services of one entity does not entitle any client to the rights and protections of another entity, some of whom are regulated entities subject to different regulatory regimes. Clients should be aware that services provided by one regulated entity will only be provided concerning that entity and are not for services provided by another Canter Company. The protections afforded when doing business with one entity may not necessarily exist when doing business with another affiliated entity. www.canterwealth.com