ABOUT: THE FIRM
FOCUSED ON INVESTMENT NEEDS OF INDIVIDUALS AND FAMILIES FOR OVER 50 YEARS
Cannell & Spears was formed in 2023 through the combination of Cannell & Co. and Spears Abacus, two firms with multi-decade legacies of providing independent advice to individuals and families. While investing is at our very core, we can help with every aspect of your family’s financial life.
You will work directly with the senior decision-makers of our firm. Not salespeople. Not “relationship managers”. This means that you will benefit from our deep, personal experience across a broad range of investing and planning considerations. If you are looking for the antidote to large, impersonal firms, you will find it at Cannell & Spears.
Cannell & Spears is an investment adviser registered under the Investment Advisers Act of 1940. We are not a broker-dealer, nor do we engage in investment banking or related activities that might pose a conflict of interest with our investment advisory services.