From our CERTIFIED FINANCIAL PLANNERS™ to our dedicated marketing and administration staff, we strive to provide our clients with our best wealth management experience.
Canter Wealth was born out of the need for integration within the wealth management industry. Your financial story has many moving parts, what matters most is that they all work together on the same mission: to help you achieve your life goals.
Investments create taxes, assets lead to estate plans, and real estate influences all of the above. The question we ask is, shouldnt all the aspects of someones financial health be integrated?
The outcome of our approach is clear integrated efficiencies can lead to lower investment costs, reduced tax burdens, and increased peace of mind.
|Firm Start Year:||2007|
|Name of Broker/Dealer:||TD Ameritrade|
|States Licensed in:||CA|
|Number of Years with Current Firm:||2|
|Advisory Services Provided:||Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Planning|
|Investment Types:||Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)|
|Can meet clients in the following ways:||Our Office, Our Offices, Video Conference, Via Phone, Via Email|
|Firm's Number of Clients:||174|
|Firm's Number of Planning Clients:||174|
|Firm's Number of Managed Clients:||170|
|Assets Managed by Firm:||168,118,467|
|Advisor's Number of Clients:||92|
|Advisor's Number of Managed Clients:||92|
|Advisor's Number of Planning Clients:||92|
|Assets Managed by Advisor:||$100,000,000|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$250,000|
|Compensation Methods:||Flat Fee, Based on Assets|
|Fee % Based on Assets:||0.45 - 1%|
|Additional Details on Charges:||The fee is based on assets under management.|
|Minimum Fee Charged for Managed Accounts:||0.45%|
|Minimum Fee Charged for Hourly Planning Accounts:||0.45%|
|Bachelor of Science - Financial Services||San Diego State University
- San Diego
|Financial Planning for Individuals
- Retirement planning - Tax planning - Investment management - Real estate - Risk management - Asset protection - Estate planning
|Financial Advice & Consulting
- Retirement planning - Tax planning - Investment management - Real estate - Risk management - Asset protection - Estate planning - Business planning
- Asset management - Asset location - Tax diversification - Tax loss harvesting - Rebalancing
- Social Security strategy - Tax-efficient asset distribution - RMD planning - Pension payout plans - Goal planning
Advisors will work with a network of insurance professionals and recommend an adequate amount of insurance coverage and long-term care.
|Estate Planning & Trusts
Advisors work with trusted estate planning attorneys to help with your trust and get your estate is in order
|Tax Advice and Services
Forward-looking tax planning strategies to reduce your taxes now and in the future. We utilize tax-loss harvesting, asset location, charitable gifting, and other strategies to help reduce your tax liability.
|Education Funding and Planning
Strategic goal planning and education funding advice using the appropriate accounts for your situation.
Why should I choose you as my financial advisor?
All advisors are CERTIFIED FINANCIAL PLANNER" practitioners. This certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
What are your qualifications? What is your education background?
We offer a holistic approach to financial planning and cover areas including but not limited to your retirement, tax strategy, investing, risk management, insurance guidance, estate planning, goal planning, college funding, and business planning.
How are you compensated? How will I pay for your services?
The financial services industry is plagued with conflicts of interest. How an advisor is compensated is at the top of the list. We don't sell products or accept any commissions. We are fee-ony, meaning we charge a flat fee for asset management services.
What services do you offer?
Retirement planning - 401(k) rollovers - Roth IRA conversions - Tax-efficient retirement income strategy - Social Security strategy - Pension payout planning Tax Planning - Charitable gifting - Tax-efficient asset location - Charitable Remainder Trust - 1031 exchange advice - Reducing capital gains tax - HSA, FSA Investment management - Portfolio construction - Asset allocation - Rebalancing - Tax-loss harvesting - Risk control - Risk management Asset protection - insurance optimization Healthcare planning - Medicare - Long-term care advice - Budgeting for healthcare costs - Bridging the gap to Medicare Estate planning - Wills vs trusts - Legacy planning - Estate tax Saving - Goal planning - Cash flow - College funding Business planning - 401(k) management - Tax strategy Real estate
|Canter Strategic Wealth Management, LLC d/b/a Canter Wealth (the Registered Investment Adviser), and Canter Real Estate Group, Canter Development, and Canter Capital are affiliated companies. Persons engaging the services of one affiliate of the Canter Companies should be aware each of the companies is operated 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|
Registered Investment Advisor:
Investment Advisor Representative:
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
|Mon.||9:00 AM - 6:00 PM|
|Tue.||9:00 AM - 6:00 PM|
|Wed.||9:00 AM - 6:00 PM|
|Thu.||9:00 AM - 6:00 PM|
|Fri.||9:00 AM - 6:00 PM|
How Retirement Edu Can Make All the Difference
Details:Canter Wealth, a boutique investment management and financial planning firm located in San Diego, California, uses comprehensive advice and an integrated approach to help clients all over the nation prepare for a brighter financial future. ...more
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Details:There is a substantial sector of the market that needs both a financial planner and a real estate consultant to help them manage their assets. Getting two different advisors to agree on how money should be appropriated, which risks to take, and how to achieve the same financial goal is unrealistic. And yet the nuances of managing real estate assets and traditional financial investments demands that anyone with such a diversified portfolio needs both kinds of advisors. That is, until now. IAM is following the tradition of many industries before it. ...more
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