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Why Choose Us?
So why choose us? Cantrill Financial Group LLC understands that each wealth management client has their own unique goals and personal values that they believe in and that goals and values change frequently. A true wealth management solution must be personalized, comprehensive in nature, dynamic, shared responsibly and collaboratively, and presented in an objective fashion. To meet this standard, Cantrill Financial Group LLC has created the following firm value propositions:
  1. The Concierge Financial Service Experience (CFSE): The Concierge Financial Service Experience includes the following client value added services.
    1. In person planning reviews with the firm founder instead of a junior advisor or administrator;
    2. Same day call back service and access to the direct line and cell phone of the managing partner;
    3. A comprehensive discovery process where we will take the time to prioritize your goals and then ensure they are consistent with your values and current execution strategies. We will then review your current financial situation and educate you about any opportunities or shortfalls that might exist across all planning disciplines. An appropriate accountability and monitoring system will be implemented and updated regularly;
    4. Regular e-mails updating you of any tax or legal changes that effect capital protection or wealth management services;
    5. Access to all firm blogs and publications;
    6. Offsite critical document storage;
    7. Encrypyted document collaboration services that allow you to share information responsibility with other trusted advisors.

  2. Access to best in class technology: Each wealth management client receives their own custom made website that updates their information on a daily basis. This website can be accessed from a mobile device, shared collaboratively with other professionals, used to create dynamic forecasting or archive critical information in an encrypted environment. Comprehensive reporting is available that can track all investment accounts and can be customized to meet the needs of the individual.

  3. Access to a strategic network of alliance partners: Under Cantrill Financial Group’s LLC informal family office model we have created a strategic network of advisors to enhance your wealth management experience. When appropriate we will make an introduction to a professional or attend the meeting with you as your advocate.

  4. Fee and Commission based firm with open architecture. The firm is committed to operating with clarity and personal integrity. The principal is a certified financial planner and an acknowledged fiduciary. The firm has no direct affiliation with any product or service provider and any potential recommendation is only made upon what’s appropriate for the wealth management client.
If you would like to learn more about the benefits of wealth management services and how it can positively impact your situation please contact us for a complimentary consultation . 
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Securities offered through Triad Advisors Member FINRA/SIPC. Advisory Services offered through Triad Hybrid Solutions, LLC. Cantrill Financial Group, LLC is unaffiliated with Triad Advisors or Triad Hybrid Solutions, LLC.

 


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