Wealth PartnersThe 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 1200 Financial Advisors
2022 • 2021 • 2020 • 2016 • 2015 • 2013 • 2012 • 2011 • 2010 • 2009
Forbes
Best-In-State Wealth Advisors
2022 • 2021 • 2020 • 2019
America's Top Wealth Advisors
2021 • 2020 • 2019 • 2018 • 2016
Top Next-Gen Wealth Advisors
2020 • 2019 • 2018 • 2017
Financial Times
Top 400 Advisers
2018 • 2016 • 2013
Westfair Communications
Top Wealth Advisor in Fairfield and Westchester Counties
2021 • 2020 • 2019 • 2018
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
Insights
Investing
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Cybersecurity
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Investing
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Investing
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
Investing
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Investing
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Investing
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
Wealth Planning
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Taxes
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowInvesting
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read NowCybersecurity
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowInvesting
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowInvesting
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowInvesting
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowInvesting
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowInvesting
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowWealth Planning
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTaxes
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
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.