Peter Canniff is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Advanced Portfolio Design, LLC in Westford, MA and the surrounding communities.
Mission Statement
Advanced Portfolio Design, LLC is a wealth planning firm dedicated to providing superior service and the most cost effective, intelligent financial strategies for current and future high net worth individuals and families. Our goal is to be recognized as an authority for helping people design a fulfilling retirement lifestyle that is comfortable and secure.
About us
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 attention are unacceptable.
Peter Canniff is the founder and principal of Advanced Portfolio Design, LLC which is a registered investment adviser in the states of NH and MA. He has over 23 years of financial planning experience including comprehensive financial planning and asset allocation planning for his clients and for other financial advisors. He is a NAPFA Registered Financial Advisor, a Certified Financial PlannerTM professional, a licensed insurance consultant and a registered advisor with the Financial Planning Association. He also has a bachelors degree in Business Management from Fitchburg State College, and has 8 years of management experience outside of the financial services industry.
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.
There is an antidote to the anxiety and uncertainty that often mounts as the calendar advances through summer, fall, winter...and inevitably,...
Read More >
Money might not be the best topic to introduce on a romantic evening, but it’s the talk you must have before you load up the moving van or take...
Read More >
If you‘re reading this blog, you’ve at least taken some initiative to learn more about financial planning. Topics abound from setting goals to...
Read More >
Do you have a stack of U.S. Savings Bonds stashed under your mattress or in a safe deposit box that you’ve been collecting since childhood? You...
Read More >
The Problem/GoalStarting over is never easy. At 41, with four children to take care of, beginning a new life can put a pinch on anyone’s...
Read More >
Keeping money in an account whose interest rate hovers below 1% may not hold much appeal in a world where return on investment is king and...
Read More >
Part III: More Estate Planning DocumentsLast month we looked at the first of the basic estate planning documents — the will — and at the...
Read More >
"Having your cake and eating it too" is usually beyond what we can deliver in wealth management. That has been especially true when making...
Read More >
A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primarybreadwinner dies, what...
Read More >
When planning for retirement, most people focus on saving, and rightly so. Having enough money to fund your retirement dreams is a key element...
Read More >
