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.


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)