"We are committed to managing our clients' wealth so that it truly serves their lives for generations to come."
Wealth Partners
The Canell Group

Wealth Partners
The Canell Group

"We are committed to managing our clients' wealth so that it truly serves their lives for generations to come."

Awards and Industry Recognition

Barron's

Top 100 Private Wealth Management Teams
2021
Top 1,200 Financial Advisors
2023 • 2022 • 2021 • 2020 • 2016

Forbes

America's Top Wealth Management Teams
2023 • 2022
Top Wealth Advisors Best-In State
2023 • 2022 • 2021 • 2020 • 2019
America's Top Wealth Advisors
2023 • 2021 • 2020 • 2019 • 2018 • 2016
Top Wealth Management Teams Best-In-State
2024 • 2023
About The Canell Group

Welcome

At The Canell Group, our clients are highly accomplished individuals who have built successful businesses or productive careers. They have made a difference in their industries as well as their communities, and have accumulated considerable wealth in the process. They turn to us for help in handling their increasingly complicated investment and financial planning needs. Our goal is to make their lives simpler, taking on the complex task of managing their wealth.
We are Wealth Partners who take a holistic approach to wealth management. We take the time to learn our clients' specific circumstances, concerns and aspirations in order to help them develop customized strategies to achieve their goals. We serve as our clients' primary Financial Advisors, helping them use the resources at their disposal to support their vision, and to support the people and the causes that add meaning to their lives.
Services:

  • Retirement Planning
  • Structured Products
  • Alternative Investments
  • Asset Management
  • Financial Planning
  • Fixed Income
  • Planning for Education Funding
  • Professional Portfolio Management
  • Wealth Management

Meet Our Team

Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.