My Services

Mr. Cannella’s practice focuses on the following:

• Comprehensive Independent Investment Advice
• Private Client Wealth Management  Private Client Group
• Private Equity, Credit, and Capital
  
• Portfolio Management
• Wealth Preservation
• Growth and Income Strategies
• Professionally Managed Accounts: Equities, Fixed Income, and Alternatives
• Municipal, Corporate, Convertible, and U.S. Treasury Bonds
  
• Variable and Fixed Annuities
  
• Life Insurance Strategies 
• Wealth and Financial Planning
• Estate/Tax Planning
• Risk Management