A complete list of active advisors currently associated with Cantata Wealth Management, LLC
Warmer can help you find a great advisor at Cantata Wealth Management, LLC or one who fits your needs even better.
Cantata Wealth Management serves a small, predominantly individual client base, including high-net-worth households, offering discretionary portfolio management and comprehensive financial planning across client accounts. The firm manages roughly $85 million in client assets for fewer than 30 clients, which supports a relatively concentrated, relationship-driven client load. The firm’s investment process emphasizes periodic portfolio reviews and documented suitability assessments, operating within internal investment restrictions and under centralized supervision by a dedicated chief investment officer. The investment team’s background includes senior institutional and alternative-asset experience, which the firm says informs its asset allocation and fixed-income capabilities. Compared with peers of similar size, Cantata is notable for maintaining multiple offices despite a very small client roster and for having specialists on the team with philanthropy certification and professional financial planning credentials. The team also includes advisors with recent fintech and product roles and at least one advisor who provides services at an unaffiliated registered adviser (with no client overlap), reflecting a mix of institutional, boutique wealth, and technology-facing experience.
To learn more about the advisors currently working at Cantata Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Raleigh, NC
| 6
| |
Petaluma, CA
| 13
|
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