Advanced Portfolio Design, LLC / Financial Advisor in Westford, Massachusetts

Peter Canniff, CFP
Advanced Portfolio Design, LLC provides Fee-Only Financial Planning services and Fee-Only Asset Management services. What sets us apart is that we start by really listening to the client's needs and concerns. We then perform a deeply detailed financial analysis using sophisticated computer models to lay out the most effective course of action for that client. We want to find out what the smartest things to do are based on the way the world works and your particular circumstances and preferences. Over time, we continue to take your financial bearings and recommend adjustments as needed. Our Wealth Planning Services combine our comprehensive financial planning and our portfolio management services. We are 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.
Some of the best work we have done for our clients involves retirement account decision making for 401k plans, deferred compensation plans, annuities, IRAs and Roth IRAs, and various pension plans.
We have also been extremely helpful in guiding clients through proven investment strategies that help them overcome the uncertainties in making investment changes.
Peter Canniff has over 22 years of experience in financial planning. Peter is particularly proficient in the areas of investment management, retirement planning, tax planning, estate planning and risk management; with special attention to understanding how those areas interact with each other.


Suggestions will appear as you type. Example: Cary, NC.
Please describe your needs and any special services you may require. Thanks!

Optional, but recommended. Leave this set to Yes and save yourself time and money; will help you find the best financial advisor for your needs!
Optional, but recommended. An email is required if a phone number is not provided.
Optional, but recommended. is © Copyright Sudden Ventures, Inc. ( 0.039 secs on 04/02/20)

Privacy Policy