Canal Capital Management
Canal Capital Management is a boutique wealth management company serving the unique needs of families, businesses, and foundations. It seeks to provide clients with a simple process to grow, protect, and eventually transfer their wealth. Canal Capital acts on behalf of its clients' best interest, providing objective guidance and disciplined investment management.
SERVICES
Investment Management
Driven by the client’s objectives with a focus on risk management and capital preservation.
Tax Services
Proactive tax planning helping to minimize and manage tax liabilities for today and in the future.
Financial Planning
Fully integrated planning creatively customized to each client’s unique needs.
Real Estate
Asset management and consulting services for both residential and commercial real estate.
Business Consulting
Advisory services for business owners and entrepreneurs looking to buy, sell or transition ownership.
Family Office
The quarterback and advocate for a family’s inter-generational wealth.
Assets under management: $629 million (as of March 2021)