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 • 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
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