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.
It has long been part of the American Dream: to earn and save enough money during our working years to live the lifestyle we choose throughout...
Read More >
How does one get off this ride? 2011 was another year of market moving headlines. We saw the tsunami and nuclear disaster in Japan. Osama Bin...
Read More >
$400 on Big Red – am I buying a share of Apple or placing an all or nothing craps bet? The past couple months have felt like a rough night at...
Read More >
The number of individuals getting late in life divorces has quietly increased over the last several years. The U.S. now has the highest...
Read More >
A lot has been written recently about the lottery. There’s a direct correlation between articles written about the lottery and the size of the...
Read More >
Most families think about taxes only when they, or a professional tax preparer, sit down to complete their federal, and maybe state, income tax...
Read More >
One way to gauge if you are financially ready to buy a home is to ask yourself the following four questions:1. Is My Credit in Good Shape...
Read More >
Business owners are constantly seeking ways to strengthen their financial bottom line, to gain that little extra competitive edge. The tax code...
Read More >
Long before Bernard Madoff was arrested and charged with securities fraud, many Americans would often be invited to free-lunch seminars to...
Read More >
I feel that a picture’s worth 1000 words and a video clip is worth 1000 pictures. So I’m putting this blog together to show you the 6 things to...
Read More >
