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

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 Now
Investing

Consumers are still spending, but what they’re buying is changing

May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.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.