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.
Driven by the client’s objectives with a focus on risk management and capital preservation.
Proactive tax planning helping to minimize and manage tax liabilities for today and in the future.
Fully integrated planning creatively customized to each client’s unique needs.
Asset management and consulting services for both residential and commercial real estate.
Advisory services for business owners and entrepreneurs looking to buy, sell or transition ownership.
The quarterback and advocate for a family’s inter-generational wealth.
Assets under management: $629 million (as of March 2021)