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VerifiedFinancial Services· Founded 2015

Canvasback Wealth Management, Llc

Canvasback Wealth Management, LLC is an independent practice based in Raleigh, North Carolina. We are committed to being everything this industry is not for our clients. We believe in education, and we are huge proponents of financial literacy initiatives. We believe in educating our clients so they have a better understanding of the strategies we implement in pursuit of their objectives. We want to arm our clients with the knowledge they need to make sound financial decisions based on facts instead of sales speak. We believe in simple. In an industry famous for making simple ideas complex for the sake of confusion, we work to simplify. We simplify our portfolio management, we simplify our strategies, we simplify our planning. As Albert Einstein once said,"Simplicity is genius." We could not agree more! Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc, a Registered Investment Adviser. Cambridge and Canvasback Wealth Management are not affiliated. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

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HeadquartersRaleigh, United StatesEmployees2(1 to 10)Annual revenue$1M to <$10MFounded year2015Websitecanvasbackwealth.comLinkedIn profileLinkedIn

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