Peter Canniff (CFP®)

Peter Canniff focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Retirement  Planning with special attention to financial goals, Asset Allocation Planning and Income Tax Planning.

Portfolio Management - Asset Allocation - investment selection and replacement processes.

Estate Planning, Education Funding, Business Owner Transitions, and Insurance Planning. 

Additional Information

 

I work with people to make sure they are taking advantage of every good wealth building strategy available to them. I help them get into the position where they are most likely to have very good results and I help them focus in on ways to get things done for the least amount of money.

I enjoy helping clients build their investment portfolios. I help clients maximize tax breaks, reduce expenses, and minimize unnecessary investment risks.

I help clients grow their assets and grow their understanding of financial issues that are important to them.

We work with individuals and families with a wide range of asset and income levels. Our company is ideally structured to work with clients with investment portfolios between $500,000 and $5,000,000.

NAPFA Start Date

December 19, 2016

This Office

515 Groton Rd Ste 201 Westford, MA 01886-6322 Phone: (978) 850-4910