Cantata Wealth Management, LLC

Cantata Wealth Management provides personalized financial planning and discretionary investment management to individuals (including high-net-worth clients), foundations and small businesses. Services described in the brochure include written financial plans, retirement and rollover consulting, estate-planning assistance using EncoreEstate Plans, and ongoing reporting and tax-loss harvesting as part of its advisory engagements.

The firm manages accounts using firm-developed model portfolios and may allocate portions of client assets to sub‑advisers or third‑party money managers, with periodic rebalancing and implementation of tax-aware strategies. Operational and portfolio administration functions — including fee calculation and trading support — are performed through Dynamic Advisor Solutions, and custody/trade execution is directed to Fidelity.

Cantata Wealth operates as a small, concentrated practice — managing roughly $102 million for about 30 clients with two advisors — and positions itself toward a higher‑minimum, asset‑based client segment, resulting in a focused, high‑touch client mix that is less common among supported peers. The firm also discloses explicit use of artificial intelligence in investment research and client operations and offers features such as Courtesy Accounts under a master custodian arrangement, both of which are notable departures from typical disclosures for firms of this size.