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.