Welcome To Canavan Wealth
A family focused practice specializing in multi-generational wealth planning.
Mike's Monthly Notes
Curated monthly notes about important financial and economic topics you should be aware of.
The Remote Advantage
We work with families across the US, working both in person and remotely where appropriate.
Get Mike's Take on the Latest Financial News!
3 Fundamentals
Aging with Family
Our process of helping families connect and be comfortable talking about money is one of the primary things that set us apart.
Multi-Generational Planning
Traditional planning approaches miss important opportunities that can only be realized with a multi-generational approach.
Getting Started
Learn moreComprehensive Investment Strategies for Working Towards a Comfortable Retirement
Why Choose Canavan Wealth
We care about you and your family. We want to establish trusting, long-term relationships with all of our clients so we can help you reach your goals. Our planning approach dives deep into your exact situation. We help you explore all of the options and strategies available to you and every member of your family.
Helpful Content
Curated articles, videos, and more, for a financially savvier you.