Individual Wealth Planning

truly-invested-in-youEvery Canter Strategic Wealth Management (Canter Wealth) client has unique goals, dreams and ambitions that we use as the foundation for a uniquely tailored financial plan. Instead of focusing on a benchmark for institutions, not individuals, we dedicate ourselves to developing an investment portfolio focused on creating value for our clients. Our comprehensive review of your portfolio enhances our ability to create a plan that aligns your current needs with your future goals.

CERTIFIED FINANCIAL PLANNERS

All financial planners are not created equal. Our goal based financial planning will be delivered by a Certified Financial Planner Professional. Most people think all financial planners are “certified,” but this isn’t true. Anyone can use the title “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification trademarks which represent a high level of competency, ethics and professionalism. And because they are held to a fiduciary standard of care, a CFP® professional is required to act in your best interest.

OPEN ARCHITECTURE STRUCTURE

For many clients, traditional buy and hold strategies have not delivered the results they needed to fund their goals, nor managed their risk as they approached retirement. Canter Wealth will assist our individual clients in understanding what really impacts them and their financial futures. Our best of breed investment management philosophy enables us to objectively seek external managers we believe can fulfill specific needs.

INTEGRATED ASSET MANAGEMENT

If you have market investments like stocks, bonds or mutual fund, you probably have a financial planner helping you. You likely use a real estate agent to help purchase or sell your real estate. Not to mention any attorneys, accountants or property managers you might work with along the way.
Do you ever get them all around a table at once to get the group’s combined knowledge? Shouldn’t the people planning your financial future be working DIRECTLY with the real estate professionals who are handling some of the biggest financial transactions in your life?
At Canter, that is exactly what we do. We call it Integrated Asset Management.

Downtown

655 West Broadway
Suite 1650
San Diego, CA 92101
T: 619.546.0973
Form ADV II (Brochure)

Bird Rock

5623 La Jolla Blvd
La Jolla, CA 92037
T: 858.729.9943
cantercompanies.com/birdrock

La Jolla Cove

7825 Fay Ave, Suite 140
La Jolla, CA 92037
T: 858.454.2238
canterlajolla.com

Encinitas

90 N Coast Highway 101, #211
Encinitas, CA 92024
T: 760.230.1513
canterencinitas.com