Professional guidance and tailored wealth management strategies
Designed to grow, preserve, and protect your assets.
Meet our Team
Services
Wealth Management
Expert strategies to grow, preserve, and manage your wealth effectively.
Comprehensive approach to growing and preserving wealth through advanced strategies and personalized solutions.
Learn MoreFinancial Planning
Consultative approach to create a financial plan that meets your objectives.
Whether it's homeownership, education funding, or stress-free retirement, a financial plan is vital to achieving goals.
Learn MoreRetirement Planning
Personalized strategies to help secure your retirement through wealth preservation.
Through personalized investment strategy and diversification, we help create and preserve wealth for retirement goals.
Learn MoreLife Insurance
Security and peace of mind through tailored insurance solutions for your family.
Financial protection that replaces income, covers expenses, and helps maintain your family's lifestyle.
Learn MoreIndividual Securities
Wide range of individual bonds and mutual funds for your financial goals.
Expert team providing personalized service and tailored solutions to meet your unique investment needs.
Learn MoreAnnuities
Guaranteed income and financial stability for peace of mind in retirement.
Steady income streams with various types offering unique benefits, risks, and liquidity considerations for retirement security.
Learn MoreOur Team
Our Principles
At Cantella Capital Group, our principles guide everything we do. We are committed to delivering exceptional service, building trust, and empowering our clients to achieve their financial goals.
Education First
We believe informed clients make better decisions. We prioritize educating our clients about investments and financial strategies, empowering them to take control of their financial future.
Client-Centric Approach
Your success is our priority. We focus on providing tailored solutions that meet your unique needs, rather than simply selling products. Every recommendation aligns with your goals.
Confidence & Transparency
We earn your trust through open communication and full transparency. By providing clear insights and actionable advice, we help you make confident, informed decisions.
Choosing Cantella Capital Group means partnering with a team that values your success as much as you do. Let us help you build a stronger financial future.
Contact Us
Jonathan Lanstein
William McEvoy
Cantella Capital Group, LLC
389 Main St, Ste 104
Malden, MA 02148
Massachusetts Office
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., Registered Investment Advisor. Cantella Capital Group LLC and Cambridge Investment Research, Inc. are not affiliated. Each company is independently responsible for the products and services they provide. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives. Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.
Cambridge Form CRS (Customer Relationship Summary)
Fixed insurance services offered through representatives of Cantella Capital Group, LLC.