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About Us

Long-Term Partnerships for Lifelong Financial Success

Long-Term Partnerships for Lifelong Financial Success

Cannon Wealth Management traces its roots to Cannon & Company, L.L.P., founded in Winston-Salem, North Carolina in 1950, with a mission to deliver personal, high-quality accounting, tax, and auditing services to local individuals and businesses. Over the decades, the firm built a reputation for combining technical expertise with a client-first, “family atmosphere” approach. In response to legislative changes in North Carolina in the early 2000s that allowed certified public accountants to act as financial advisors. As a result, Cannon & Company founded Cannon Wealth Management in 2000, expanding its scope into wealth management and holistic financial planning. This strategic evolution continues to operate from Winston-Salem and provides integrated services in investment planning, tax strategies, risk management, business succession planning, estate preservation, and more.

 

Today, we pride ourselves on providing the same tailored service that got us started, having face-to-face discussions about your goals and developing long-term, proactive partnerships that last for decades. No matter how your vision of the future may change, or how many surprises life might send your way, Cannon Wealth Management is a financial partner you can trust to be there, helping you stay on track for lifelong financial success.

Our Mission

At Cannon Wealth Management, our mission is to empower our clients to plan wisely, build strategically, defend carefully and preserve confidently. We provide holistic, integrated financial guidance that unites investment management, tax strategy, risk mitigation, retirement, business and estate planning into one cohesive vision. Rooted in integrity, clarity, and personal connection, we partner with individuals, families, and business owners to help them achieve lasting financial freedom — and leave a legacy that can endure for generations.

Our Core Values

At Cannon Wealth Management, we believe wealth is more than numbers — it’s the story of a life well built, thoughtfully protected, and purposefully shared. Our values guide everything we do, from our client relationships to our community impact.

Integrity & Excellence

We do what’s right, not what’s easy. With decades of professional experience and a culture of accountability, we hold ourselves to the highest ethical and technical standards in the industry.

Proactive Preservation

Our approach is forward-thinking and defensive by design. We work to safeguard what you’ve built — anticipating risks and implementing strategies to defend your wealth through every season of life.

Legacy & Continuity

True wealth endures beyond a lifetime. We help clients design plans that reflect their values, strengthen their families, and build a legacy that lasts for generations.

Community & Service

Through our “Be the Change” outreach program, we’re committed to giving back — partnering with local nonprofits and organizations to create positive, lasting impact in the communities we serve.

Holistic Integration

We take a 360° view of your financial world — connecting investments, tax strategy, estate planning, and risk management into one seamless plan designed to work in harmony with your goals.

Client-Focused Partnership

We listen first. Every relationship begins with understanding your story, your values, and your vision. Our advice is always personal, never formulaic — because no two financial journeys are the same.

Giving Back to the Community<br/>Our &#8220;Be the Change&#8221; Program<br/>

Giving Back to the Community
Our “Be the Change” Program

At Cannon Wealth Management, we believe in preserving legacies—and that includes the legacy we create in our own community. That’s why we’ve created our “Be the Change” program, which supports local nonprofits in achieving their goals. We’ve partnered with programs like The Dragonfly House, SECU Family House, and Victory Junction, helping make our community a better place to be. We believe that, when it comes to giving back, it’s service that touches the soul and makes a difference—and that is always worthwhile.

Meet The Team

Let’s Talk about Your Future

Whether you’re looking to plan for retirement, grow your business, or more effectively manage your assets, Cannon Wealth Management can help. Contact us today to schedule a consultation, so we can sit down together and talk about what you want the future to look like—and how your finances can help you get there.

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