Peter J. Canniff| CFP®
Advanced Portfolio Design, LLC
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Westford, MA 01886
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Peter Canniff is a Westford, MA Fee-Only Financial Planner serving Westford and all surrounding areas. Advanced Portfolio Design, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Peter Canniff is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Peter Canniff is the founder and principal of Advanced Portfolio Design, LLC. He has over 21 years of experience working in financial planning and investment management. Peter works with most clients in person to get to know their needs and to uncover every financial opportunity available to help the client most efficiently and effectively work toward their financial goals. Peter has been working with clients in MA and NH for many years and also meets with remote clients via Skype or other electronic means.
Peter specializes in asset allocation portfolio design and retirement income planning considering complex cash flows and tax concerns. In order to quickly adapt to new technology and utilize more customized and comprehensive client service capabilities, he founded Advanced Portfolio Design, LLC in 2006.
Peter has a bachelor’s degree in Business Management from Fitchburg State College, and has 8 years of management experience outside of the financial services industry. He is a Certified Financial PlannerTM professional, a Registered Investment Adviser and a licensed insurance consultant. Peter is also a NAPFA-Registered Financial Advisor.
Peter lives with his family in Tyngsborough Massachusetts and enjoys family time and outdoor activities.
NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
Advanced Portfolio Design, LLC is a specialty firm focused on applying leading edge asset allocation planning and high quality investment selection processes with special consideration given to constantly changing tax issues, and changing cash flow needs. We work primarily with people whose investment portfolios have reached a “critical mass” where mistakes or lack of proper attention are unacceptable.
We also help our clients handle difficult or complex financial decisions around the main areas of financial planning. We help people make decisions regarding their entire wealth circumstances, not just their stocks, bonds and bank accounts. We help them to grow their assets, control their risks, and avoid costly and unnecessary expenses.
How are we different?
We are fee only, we are fiduciaries—we do not represent financial or insurance companies, we work only for our clients’ best interest.
We take the time to listen to you, get to know your needs, and help you learn more about the financial issues that are important to you.
We provide custom portfolio design which integrates your entire financial situation. We also integrate your financial sophistication level, risk tolerance and investment style preferences.
We provide quarterly performance reports and quarterly asset allocation reviews.
For our Wealth Planning clients we provide an online data aggregation service which allows you to view your entire financial situation on one page, on any given day.
We go the extra mile to explore sophisticated tax and investment strategies that may help you do better.