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Canter Wealth

EST. AUM
$386,473,556

CONTACTS
7

CLIENT ACCOUNTS
280

Firm Details

Metro area San Diego
CRD Number 167828
Website canterwealth.com
Client types

Overview

Canter Wealth (CW), a division of Canter Companies, provides integrated financial services that combine real estate and wealth management. The firm focuses on improving financial outcomes through a coordinated approach, offering asset management and personalized services. CW's team of Certified Financial Planners™ provides guidance on tax strategies, retirement planning, legacy planning, and risk management. The firm works with CPAs, estate planning attorneys, and other professionals to develop customized financial plans for clients.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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