"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 1200 Financial Advisors
2022 • 2021 • 2020 • 2016

Forbes

America’s Top Wealth Management Teams
2022
Best-In-State Wealth Advisors
2022 • 2021 • 2020 • 2019
America's Top Wealth Advisors
2022 • 2021 • 2020 • 2019 • 2018 • 2016
Top Next-Gen Wealth Advisors
2020 • 2019 • 2018 • 2017
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

Markets rebound despite the ongoing recession obsession 

August 4, 2022While recession fears dominate headlines, the stock market continues to rally – but is it sustainable?Read Now
Investing

So, are we in a recession?

July 28, 2022Markets are rallying despite GDP contracting and higher rates on the horizon. What gives?Read Now
Investing

Is Europe on the brink of recession?

July 21, 2022An ongoing energy shortage, policy tightening that threatens the union, and multiple political upheavals are creating a perfect storm for the continent.Read Now
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