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Form ADV Part 2A Brochure Canter Strategic Wealth Management, LLC (Firm CRD # 167828 / SEC # 801107048) 7825 Fay Avenue, Suite 140 La Jolla, California 92037 Telephone: 858.454.2238 Fax: 858.454.2239

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What is canter strategic wealth management?

Canter Strategic Wealth Management is a financial planning service that helps clients achieve their long-term financial goals through a customized investment strategy.

Who is required to file canter strategic wealth management?

Individuals or entities with significant wealth or assets are typically required to file Canter Strategic Wealth Management.

How to fill out canter strategic wealth management?

Canter Strategic Wealth Management can be filled out by providing detailed information about your financial goals, current assets, income, expenses, and risk tolerance.

What is the purpose of canter strategic wealth management?

The purpose of Canter Strategic Wealth Management is to create a personalized investment plan that maximizes returns while minimizing risks based on individual financial objectives.

What information must be reported on canter strategic wealth management?

Canter Strategic Wealth Management requires reporting of financial assets, liabilities, income, expenses, risk tolerance, investment goals, and any other relevant financial information.

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