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Advanced Portfolio Design, LLC

266 Main Street
Nashua, NH 03060

Phone: (603) 889-4300



Advisor Image

Peter J. Canniff

(CFP®)

This advisor specializes in the following areas of expertise:

  • Ongoing Investment Management
  • Retirement Planning & Distribution Rules
  • High Net Worth Client Needs
  • Estate & Generational Planning Issues
  • Tax Planning

Planning Specialties

Retirement  Planning with special attention to financial goals, Asset Allocation Planning and Income Tax Planning.

Portfolio Management - Asset Allocation - investment selection and replacement processes.

Estate Planning, Education Funding, Business Owner Transitions, and Insurance Planning. 

Additional Information

 

I work with people to make sure they are taking advantage of every good wealth building strategy available to them. I help them get into the position where they are most likely to have very good results and I help them focus in on ways to get things done for the least amount of money.

I enjoy helping clients build their investment portfolios. I help clients maximize tax breaks, reduce expenses, and minimize unnecessary investment risks.

I help clients grow their assets and grow their understanding of financial issues that are important to them.

We work with individuals and families with a wide range of asset and income levels. Our company is ideally structured to work with clients with investment portfolios between $250,000 and $5,000,000.

NAPFA Start Date

February 01, 2007

Industry Start Date

October 01, 1994