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MULTI-FAMILY OFFICE

Bridging Generational Wealth™

Our name embodies our core beliefs and mission.


CANNATARO FAMILY CAPITAL PARTNERS

Family is always forged by unique circumstances and has their own version of
financial success and security.

Capital and family wealth must be protected, maximized, and successfully passed
down to a well-educated next generation.

Partners are imperative for successful financial planning and execution. The
process is very personal, and it is handled most efficiently within a team
approach. We collaborate with our clients, family members and their other
trusted advisors.

We understand that wealth encompasses more than just financial capital. It is
also comprised of intergenerational knowledge, values, experience, and
relationships. Our commitment to these principles is evident not only in our
name and national recognition but more importantly in what our family of clients
value most in our advice and leadership.

HAVE A REFERRAL?
HAVE A QUESTION?

FYI…First…Thank you! Cannataro Family Capital Partners™ was the top fundraiser
for the Alzheimer’s Association NYC Walk across all events last year. And once
again, CFCP™ will be the Presenting Sponsor for the 2024 NYC Walk. We are
striving to continue to lead the way against this devastating disease and cannot
do it without your help. If you would like to support our efforts this year,
Please click here to support Team CFCP for Gene



CLICK TO SUPPORT



WE HAVE ONE OF THE BEST TEAMS AROUND

Lou Cannataro has been recognized not only by our family of clients, but by the
Financial Times as one of the top advisors in the country. Additionally, Lou
Cannataro has been named by Forbes as a top wealth advisor and top financial
security professional. Many thanks to our incredible clients and hardworking
team. We couldn’t have done it without you.

Also recognized in 2023 and 2022

Also recognized in 2023 and 2022

Also recognized in 2023, 2022, and 2021



--------------------------------------------------------------------------------

Forbes "Best-in-State Wealth Advisors" list (April 2022,2023,2024), research and
ranking provided by Shook Research. Based upon data as of June 30th of the
preceding year.

Forbes “Best-In-State” Top Financial Security Professionals List
(2022,2023,2024). Research and ranking provided by Shook Research. Based upon
data as of December 31st of the preceding year.

Forbes Top Financial Security Professionals List (July 2021). Research and
ranking provided by Shook Research. Based upon data as of 12/31/2020.

The Financial Times “Top Financial Advisers” List (2020, 2019, 2018). Published
annually in March-April. Produced by Ignites Research, on behalf of The
Financial Times. Rankings based upon data as of June 30 of prior year.

Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party
rating or ranking lists. NM and its advisors do, however, pay marketing fees to
these organizations to promote the rating or ranking(s). Rankings and
recognitions are no guarantee of future investment success.

As seen in major publications across the country such as Barron's, Wall Street
Journal, Yahoo! Finance, and US News and World Report



Nationally recognized and award winning, Cannataro Family Capital Partners
(CFCP™) receives further recognition with advisor being named Forbes Top 250
Financial Security Professionals 2021 across the country, and Forbes
Best-In-State Wealth Advisor 2022.

The Top 250 Financial Security Professionals list recognizes high-performing
individuals within the financial industry based on very selective criteria
including: industry experience, revenue, assets under management, client
loyalty, compliance record, community involvement and best practices, among
others. Honorees provide holistic planning, focusing on highly skilled financial
advice, and risk mitigation.

These accolades come on the heels of CFCP™ also receiving the honor of Financial
Times’ Top 400 Advisor the last three prior years ('21, '20, '19) and coincides
with their 30th anniversary.

Founding Partner, Lou Cannataro (ChFC®, REBC®, AEP®, CASL®, CLU®, CLTC®, ChSNC®,
RICP®, WMCP®, MBA)says, “when considering the relationships developed between
CFCP™’s clients, their family members and other trusted advisors, the only word
that truly fits is: FAMILY.” For 30 years now, Lou and his team at CFCP™ have
cultivated a dynamic firm that efficiently and effectively protects, manages,
and grows family wealth. Partner Aaron Bell (ChFC®, CLU®, CLTC®, CIMA®, RICP®,
WMCP®, MA) adds, “just as important, CFCP™ is also the trusted advisor tasked in
not only educating and working alongside the decision makers within each family,
but a pivotal player in bridging generational wealth™ from one generation to the
next.”

“We are proud that CFCP™ has chosen to be a part of our Northwestern Family for
over 30 years,” says John Schlifske, CEO of Northwestern Mutual, “and continues
to not only be a dominant force in their clients lives, but also a leading
advisory team in our elite private client group. We wish them much continued
success!” Christian Mitchell, Chief Customer Officer goes on to say, “CFCP™ has
become one of Northwestern’s most sophisticated and successful private client
group offices in the country.”

In response to the esteem and acknowledgment, Lou simply shares, “the body of
work developed over the last 30 years, the three-generation-deep relationships,
and client testimonials are all the recognition Team CFCP™ needs to be
empowered, and stay the course for our clients! Adding the national recognition
and awards earned over the years, is motivating, but in the end: nowhere as
important as what clients have to say about CFCP™.”

“We would like to recognize our clients and thank them for the honor and
privilege in becoming a part of their family…here’s to another 30 years!” -Lou &
The CFCP™ Team

Cannataro Family Capital Partners (CFCP™) is a wealth advisory firm helping
families and businesses for over 30 years realize their true financial
potential. All team members are dedicated to delivering solutions that meet and
exceed clients’ expectations. CFCP™ and its team of wealth of advisors are
committed to serving their clients with the highest level of attention and care.
CFCP™ is located in New York City and founded by Louis S. Cannataro, ChFC®,
REBC®, AEP®, CASL®, CLU®, CLTC®, ChSNC®, RICP®, WMCP®, MBA. www.cpaf.nm.com

Louis S Cannataro & Aaron Bell provide investment advisory services as Advisors
of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI
(fiduciary and fee-based financial planning services), a subsidiary of NM and
federal savings bank, are Insurance Agents of NM and Northwestern Long Term Care
Insurance Company, Milwaukee, WI (long-term care insurance) a subsidiary of NM,
and provide investment brokerage services as Registered Representatives of
Northwestern Mutual Investment Services, LLC (NMIS), a subsidiary of NM,
broker-dealer, registered investment adviser and member FINRA and SIPC.

Northwestern Mutual has been helping people and businesses achieve financial
security for more than 160 years. Through a holistic planning approach,
Northwestern Mutual combines the expertise of its financial professionals with a
personalized digital experience and industry-leading products to help its
clients plan for what's most important. With $334.7 billion in total assets,
$36.7 billion in revenues, and $2 trillion worth of life insurance protection in
force, Northwestern Mutual delivers financial security to more than 4.75 million
people with life, disability income and long-term care insurance, annuities, and
brokerage and advisory services. The company manages more than $225 billion of
investments owned by its clients and held or managed through its wealth
management and investment services businesses. Northwestern Mutual ranks 97 on
the 2022 FORTUNE 500 and is recognized by FORTUNE® as one of the "World's Most
Admired" life insurance companies in 2021.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life
Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities,
and life insurance with long-term care benefits) and its subsidiaries.
Subsidiaries include Northwestern Mutual Investment Services, LLC (NMIS)
(securities), broker-dealer, registered investment adviser, member FINRA and
SIPC; the Northwestern Mutual Wealth Management Company® (NMWMC) (fiduciary and
fee-based financial planning services), federal savings bank; and Northwestern
Long Term Care Insurance Company (NLTC) (long-term care insurance).




CONTACT US

300 Madison Avenue, 26th Floor
New York, NY 10017
Office (646) 366-6571Fax (877) 876-6815
Email

TO LEARN MORE ABOUT NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC AND ITS
FINANCIAL REPRESENTATIVES, VISIT: FINRA BROKERCHECK

Visit our CLIENT RELATIONSHIP SUMMARIES (Form CRS) which provide brief
information about our firms that provide brokerage services and advisory
services.

Securities and Mutual Fund orders can only be placed by phone or in person. We
will not process orders sent electronically, including but not limited to,
communications sent via the Internet, mobile and cellular technologies, and
electronic mail. Also, communications transmitted by you electronically
represents your consent to two-way communication by electronic means. If you
receive communications in error, please contact the sender and delete the
material from any electronic means on which it exists.

© 2024 The Northwestern Mutual Life Insurance Company. All rights reserved. 720
East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444.

Depending on the products and/or services being recommended or considered, refer
to the appropriate disclosure brochure for important information on the
Northwestern Mutual Wealth Management Company, its services, fees and conflicts
of interest before investing. To obtain a copy of one or more of these
brochures, contact your representative.

Aaron M Bell, Louis S Cannataro and Louis James Cannataro use Cannataro Family
Capital Partners as a marketing name for doing business as representatives of
Northwestern Mutual. Cannataro Family Capital Partners is not a registered
investment adviser, broker-dealer, insurance agency or federal savings bank.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life
Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities,
and life insurance with long-term care benefits) and its subsidiaries. Aaron M
Bell, Louis S Cannataro and Louis James Cannataro provide investment advisory
services as Advisors of Northwestern Mutual Wealth Management Company® (NMWMC),
Milwaukee, WI, a subsidiary of NM and federal savings bank. Aaron M Bell, Louis
S Cannataro and Louis James Cannataro are Agents of Northwestern Long Term Care
Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM.
Aaron M Bell, Louis S Cannataro and Louis James Cannataro provide investment
brokerage services as Registered Representatives of Northwestern Mutual
Investment Services, LLC (NMIS), a subsidiary of NM, registered investment
adviser, broker-dealer and member FINRA (finra.org) and SIPC (sipc.org). Aaron M
Bell, Louis S Cannataro and Louis James Cannataro are Insurance Agents of NM.

Northwestern Mutual Private Client Group is a select group of Northwestern
Mutual advisors and representatives. Northwestern Mutual Private Client Group is
not a registered investment adviser, broker-dealer, insurance agency, federal
savings bank or other legal entity.

The products and services referenced are offered and sold only by appropriately
appointed and licensed entities and financial advisors and representatives.
Financial advisors and representatives and their staff might not represent all
entities shown or provide all the products or services discussed on this
website. Not all products and services are available in all states. Not all
Northwestern Mutual representatives are advisors. Only those representatives
with "Advisor" in their title or who otherwise disclose their status as an
advisor of NMWMC are credentialed as NMWMC representatives to provide investment
advisory services.

Aaron M Bell and Louis James Cannataro are primarily licensed in NY and may be
licensed in other states. Louis S Cannataro is primarily licensed in NJ and may
be licensed in other states.

Aaron M Bell CA License: 0G90001 NPN: 9940366
Louis S Cannataro CA License: 0B00417 NPN: 1005983
Louis James Cannataro CA License: 4196965

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP®
certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the
CFP® certification mark (with plaque design) logo in the United States, which it
authorizes use of by individuals who successfully complete CFP Board's initial
and ongoing certification requirements.

The Chartered Advisor for Senior Living (CASL®) designation is conferred by The
American College of Financial Services.

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