Kanter Wealth Management, LLC Employee Directory

Financial ServicesIllinois, United States1 Employees

Kanter Wealth Management, LLC is a small financial services firm based in Skokie, Illinois. It focuses on retirement and estate planning for individuals, combining low-risk money management with liquidity to support clients through pre- and post-retirement phases. The engagement typically starts with a complimentary review of the client's investment portfolio, followed by the construction of a conservative plan aimed at asset protection.

The firm operates under a fiduciary framework, seeking to act in the clients' best interests. Its offerings include low-volatility money management, tax-efficient retirement income planning, guaranteed lifetime income products, annuities designed for capital preservation, life and long-term care insurance, legacy maximization strategies, and estate planning. Investment advice is provided through Horter Investment Management, LLC, a registered investment adviser, while insurance and annuity products are sold separately through Bill Kanter; securities transactions for Horter clients are placed through a range of partner institutions, including Pershing Advisor Solutions, Fidelity, and Wells Fargo Bank, N.A.

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