Bridging Generational Wealth™
Cannataro Family Capital Partners
Mission: Family is always forged of unique circumstances and has their own version of financial success and security. Capital and family wealth must be protected, maximized, and effectively passed down to a well-educated next generation. Partners are imperative for successful financial planning and execution. The process is very personal, and it is handled most efficiently within a team approach. We collaborate with our clients, family members, and their other trusted advisors. We understand that wealth is more than just financial capital. It is also comprised of intergenerational knowledge, values, experiences, and relationships. Our commitment to these beliefs is reflected not only in our name, national recognition, but most importantly is what our Family of Clients’ value in our advice and service over the last 30 years.
We have one of the best teams around
We've been recognized not only by our family of clients, but by the Financial Times as one of the top advisors in the country. Additionally, Lou Cannataro has been named by Forbes as a top wealth advisor and top financial security professional. Many thanks to our incredible clients and hardworking team. We couldn’t have done it without you.
Also recognized in 2022
Also recognized in 2022 and 2021
Also recognized in 2018 and 2019
Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
Forbes "Best-in-State Wealth Advisors" list (April 2023, April 2022), research and ranking provided by Shook Research. Based upon data as of June 30th of the preceding year.
Forbes “Best-In-State” Top Financial Security Professionals List (July 2023, July 2022, October 2021). Research and ranking provided by Shook Research. Based upon data as of December 31st of the preceding year.
The Financial Times “Top Financial Advisers” List (2020, 2019, 2018). Published annually in March-April. Produced by Ignites Research, on behalf of The Financial Times. Rankings based upon data as of June 30 of prior year.
FYI…First…Thank you! Cannataro Family Capital Partners™ was the top fundraiser for the Alzheimer’s Association NYC Walk across all events last year. And once again, CFCP™ will be the Presenting Sponsor for the 2023 NYC Walk. We are striving to continue to lead the way against this devastating disease and cannot do it without your help. If you would like to support our efforts this year, Please click here to support Team CFCP for Gene
Nationally recognized and award winning, Cannataro Family Capital Partners (CFCP™) receives further recognition with advisor being named Forbes Top 250 Financial Security Professionals 2021 across the country, and Forbes Best-In-State Wealth Advisor 2022.
The Top 250 Financial Security Professionals list recognizes high-performing individuals within the financial industry based on very selective criteria including: industry experience, revenue, assets under management, client loyalty, compliance record, community involvement and best practices, among others. Honorees provide holistic planning, focusing on highly skilled financial advice, and risk mitigation.
These accolades come on the heels of CFCP™ also receiving the honor of Financial Times’ Top 400 Advisor the last three prior years ('21, '20, '19) and coincides with their 30th anniversary.
Founding Partner, Lou Cannataro (ChFC®, REBC®, AEP®, CASL®, CLU®, CLTC®, ChSNC®, RICP®, WMCP®, MBA)says, “when considering the relationships developed between CFCP™’s clients, their family members and other trusted advisors, the only word that truly fits is: FAMILY.” For 30 years now, Lou and his team at CFCP™ have cultivated a dynamic firm that efficiently and effectively protects, manages, and grows family wealth. Partner Aaron Bell (ChFC®, CLU®, CLTC®, CIMA®, RICP®, WMCP®, MA) adds, “just as important, CFCP™ is also the trusted advisor tasked in not only educating and working alongside the decision makers within each family, but a pivotal player in bridging generational wealth™ from one generation to the next.”
“We are proud that CFCP™ has chosen to be a part of our Northwestern Family for over 30 years,” says John Schlifske, CEO of Northwestern Mutual, “and continues to not only be a dominant force in their clients lives, but also a leading advisory team in our elite private client group. We wish them much continued success!” Christian Mitchell, Chief Customer Officer goes on to say, “CFCP™ has become one of Northwestern’s most sophisticated and successful private client group offices in the country.”
In response to the esteem and acknowledgment, Lou simply shares, “the body of work developed over the last 30 years, the three-generation-deep relationships, and client testimonials are all the recognition Team CFCP™ needs to be empowered, and stay the course for our clients! Adding the national recognition and awards earned over the years, is motivating, but in the end: nowhere as important as what clients have to say about CFCP™.”
“We would like to recognize our clients and thank them for the honor and privilege in becoming a part of their family…here’s to another 30 years!” -Lou & The CFCP™ Team
Cannataro Family Capital Partners (CFCP™) is a wealth advisory firm helping families and businesses for over 30 years realize their true financial potential. All team members are dedicated to delivering solutions that meet and exceed clients’ expectations. CFCP™ and its team of wealth of advisors are committed to serving their clients with the highest level of attention and care. CFCP™ is located in New York City and founded by Louis S. Cannataro, ChFC®, REBC®, AEP®, CASL®, CLU®, CLTC®, ChSNC®, RICP®, WMCP®, MBA. www.cpaf.nm.com
Louis S Cannataro & Aaron Bell provide investment advisory services as Advisors of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI (fiduciary and fee-based financial planning services), a subsidiary of NM and federal savings bank, are Insurance Agents of NM and Northwestern Long Term Care Insurance Company, Milwaukee, WI (long-term care insurance) a subsidiary of NM, and provide investment brokerage services as Registered Representatives of Northwestern Mutual Investment Services, LLC (NMIS), a subsidiary of NM, broker-dealer, registered investment adviser and member FINRA and SIPC.
Northwestern Mutual has been helping people and businesses achieve financial security for more than 160 years. Through a holistic planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what's most important. With $334.7 billion in total assets, $36.7 billion in revenues, and $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. The company manages more than $225 billion of investments owned by its clients and held or managed through its wealth management and investment services businesses. Northwestern Mutual ranks 97 on the 2022 FORTUNE 500 and is recognized by FORTUNE® as one of the "World's Most Admired" life insurance companies in 2021.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Subsidiaries include Northwestern Mutual Investment Services, LLC (NMIS) (securities), broker-dealer, registered investment adviser, member FINRA and SIPC; the Northwestern Mutual Wealth Management Company® (NMWMC) (fiduciary and fee-based financial planning services), federal savings bank; and Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance).