Who We Are
Trusted Financial Guidance through All Stages of Life
Our dedicated financial advisors help guide you through all stages of your life, from saving for a financial goal to planning for retirement and beyond. More importantly, we’ll support you through every phase of that plan and help make any necessary adjustments along the way.
Business Owners & Entrepreneurs
Cannon Wealth Management is comprised of business owners and entrepreneurs seeking to make a difference in our families and our communities. We know firsthand how starting and running a business can change who we are for the better. While it can be one of the most difficult paths in life, it can also be one of the most rewarding. We specialize in helping business owners with a net income or profitability of $500,000 or greater plan for, grow, and protect their wealth-generating capability into their retirement years and beyond.
Physicians and Dentists
We offer decades of industry-focused experience providing services to dentists and physicians. We understand the unique financial planning needs in these industries and can help your practice thrive.
Executives & High-Income Earners
Often, those who have recently inherited significant wealth or enjoyed a sizable financial windfall need tax guidance and investment advice specific to their newfound experience. Executives often enjoy compensation packages that, while potentially lucrative, can be fraught with tax and investment risk pitfalls that must be navigated carefully. Cannon Wealth Management specializes in serving clients who find themselves in these potentially lucrative, yet financially complicated situations.
High Net Worth Individuals & Families
While we would like to serve all individuals and families regardless of where they are on their financial path, unfortunately, this is not possible. To serve our clients well, we must limit our clientele to High Net Worth Individuals & Families with $1,000,000 or more in investable liquid assets.