McCanney Capital
Elevating your financial future through nimble, detailed, and creative wealth management solutions.
What Makes Us Different
Personalized Approach
Mark McCanney brings a unique entrepreneurial spirit to financial advising.
He works closely with clients to develop customized financial plans that meet their individual needs and goals.
Current Developments
Mark is always looking for new and innovative ways to help his clients.
He has developed a number of financial products and services, including PanoramaFA, and The Bourbon Reserve.
Tailored Financial Strategies
At McCanney Capital LLC, we understand that each client's financial journey is unique. Our approach is rooted in a deep understanding of your specific goals and circumstances. We leverage cutting-edge technology and decades of industry experience to craft bespoke financial strategies that align perfectly with your aspirations.
We offer a variety of proprietary tools, developed by Mark McCanney and his team that map complex financial function and rules to each client's needs. This innovative approach allows us to optimize your retirement income plan, ensuring stability and growth throughout your golden years.
1
Analysis
We meticulously examine your current financial situation, including tax returns and existing retirement plans, to gain a comprehensive understanding of your financial landscape.
2
Discovery
Our team explores a myriad of options, weighing the pros and cons of each strategy to identify the most advantageous path forward for your unique circumstances.
3
Implementation
We execute a carefully crafted strategy designed to maximize your wealth, mitigate risks, and optimize tax efficiency, setting you on the path to financial success.
Comprehensive Suite of Services
McCanney Capital offers a wide array of financial services tailored to meet the diverse needs of high-net-worth individuals. Our expertise spans multiple areas of wealth management, allowing us to provide holistic solutions that address every aspect of your financial life.
From tax-efficient strategies to innovative retirement income planning, we leverage our deep industry knowledge to help you navigate complex financial landscapes. Our goal is to not only preserve your wealth but to grow it strategically, ensuring a legacy that spans generations.
Retirement Planning
Develop customized strategies for a secure and comfortable retirement.
Risk Mitigation
Protect your assets with advanced risk management techniques.
Tax Optimization
Implement tax-efficient strategies to maximize your wealth.
Legacy Planning
Ensure your wealth benefits future generations through strategic estate planning.
The McCanney Advantage
Mark McCanney brings over two decades of experience in financial services, product development, and wealth management to McCanney Capital. His innovative approach to financial planning, honed through years of leadership at Novus Financial Group, sets our firm apart in a crowded marketplace.
Our commitment to independence ensures that our advice is always aligned with your best interests. We combine the personalized touch of a boutique firm with the sophisticated tools and strategies typically reserved for institutional investors. This unique blend allows us to offer unparalleled service and results to our discerning clientele.
Innovative Technology
Leverage proprietary software developed by Mark McCanney to optimize your retirement income and wealth transfer strategies.
Tailored Solutions
Receive personalized financial strategies that adapt to your changing needs and market conditions.
Proven Expertise
Benefit from decades of experience in financial product development and wealth management.
Take the Next Step
Schedule a complimentary consultation to discuss how McCanney Capital can help you achieve your financial goals.
CONTACT US: Mark@McCanneyCapital.com
921 Chatham Lane, Columbus, Ohio 43221