PLAN. BUILD. DEFEND. PRESERVE.
PLAN. BUILD. DEFEND. PRESERVE.
Comprehensive Wealth Strategy for High-Earning Professionals & Business Owners
At Cannon Wealth Management, we specialize in helping successful individuals turn income into long-term wealth, businesses into legacies, and complex finances into clear, actionable strategies. Our clients include high-earning professionals, dentists, physicians, and entrepreneurs who want more than just investment advice—they want a comprehensive plan to build, defend, and preserve what they’ve built.
PLAN with Purpose
Your financial goals are as unique as your career path. We create fully integrated, forward-looking plans that align every area of your financial life—from retirement readiness and practice transitions to family protection and tax mitigation. With a deep understanding of professional service businesses, we build plans that anticipate what’s next—not just react to what’s now.
BUILD with Confidence
You’ve worked hard to build income and assets. Now, it’s time to make them work harder for you. We help you structure smart investment strategies, optimize your 401(k) or defined benefit plans, and leverage your business equity for long-term value. Whether you’re in your prime earning years or preparing for a transition, our guidance is designed to build lasting financial strength.
DEFEND What You’ve Earned
High income often comes with high exposure—to taxes, liability, and market volatility. We help defend your wealth with advanced tax strategies, asset protection tools, and risk management plans that preserve what you’ve earned. From entity structuring to estate planning, we put the right safeguards in place.
PRESERVE Your Legacy
Your success isn’t just about numbers—it’s about impact. Whether you're preparing to retire, sell your business, or leave a lasting legacy for your family, we help you preserve your life's work with strategic succession and estate planning. We guide you through every stage of transition, helping to take the future you envision and working towards it becoming a reality.
Why Cannon Wealth Management?
Industry Focused: Decades of experience serving dentists, physicians, and high-earning professionals.
Comprehensive & Custom: We go beyond investments to deliver fully personalized financial plans.
Advanced Tax & Succession Planning: Built-in strategies to reduce taxes and maximize the value of your practice or business.
Long-Term Partnership: A proactive, relationship-first approach with your goals at the center.
Let's Talk. We want to learn more about you, your dreams and your goals for the future.