Cannata & Company, LLC

Cannata & Company is a small advisory firm that provides comprehensive financial planning to individuals and families, including business owners. Its planning services cover estate and gift planning, business succession, retirement planning, education funding, budgeting and cash‑flow analysis, and investment analysis and recommendations.

The firm follows a modular, client‑centered planning process that gathers detailed financial and tax information to produce written plans and implementation guidance; clients may implement recommendations through outside providers. Cannata & Company does not provide discretionary portfolio management, wrap‑fee programs, custody of client assets, or performance‑based fees, focusing its business on planning engagements rather than ongoing asset management.

A distinctive feature is the firm’s affiliation with an accounting and tax‑preparation practice — the owner operates a separate CPA firm and spends roughly 15% of his time on those accounting activities — which can enable integrated tax and planning advice but also creates disclosed conflicts of interest. The advisory representatives are dually registered with a broker‑dealer/RIAs and commonly implement recommendations through that broker‑dealer, a structure that can generate commission and trail compensation (with certain trail fees credited back in fee‑based programs); the firm operates with two advisors and a small client roster.