Working With Us

Working With Us

Our potential clients understand the value of having expert guidance and are looking for a trusted advisor to act in partnership to achieve their financial goals. We believe strongly in the value of a “good fit” for all parties involved. Read more about Our Process.
 
We invite you to view the introductory documents below which are also contained in our New Client packet:
 
·      Understanding Our Practice
·      Capabilities Presentation
·      SAMPLE Annual Review
·      SAMPLE Fiduciary Letter
·      Your Investment Management Team: Gore Capital Management, Cantella & Co., Inc. & Raymond James
·      Working with a Cantella Financial Professional: The Choice between Advisory Services and Brokerage Services
·      GCM – Our Resources at Your Service
 
If you believe in the value of a strong, lasting and transparent partnership, we would like to hear from you.

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Check the background of our financial professionals on FINRA's BrokerCheck.

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Insurance Licensed States: Virginia

Securities Licensed States: California, Florida, Georgia, Louisiana, Maine, Maryland, Massachusetts, Michigan, North Carolina, Ohio, Virginia, Minnesota, Colorado, Pennsylvania, Wyoming, Texas, Utah

Please refer to Our Team page for a list of specific states in which each Financial Advisor is registered to conduct business.

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