How does the advisor help clients – Key Takeaways:
The advisors at Cannon Wealth Group LLC provide a wide range of financial services to help clients achieve their long-term financial goals. They combine personalized strategies with their financial expertise to help clients build and preserve wealth.
Some key takeaways of the services provided by Cannon Wealth Group LLC include:
- Comprehensive financial planning to create a roadmap for clients’ financial future
- Investment management to help clients grow and protect their wealth
- Estate planning to ensure that clients’ assets are distributed according to their wishes
- Retirement planning to help clients achieve a comfortable retirement
Facts and Insights
Cannon Wealth Group LLC was founded in 2003 by John Cannon, a highly experienced financial advisor with over 25 years of experience in the industry. The firm has grown to become a leading financial advisory firm with a strong reputation for providing top-notch services to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 18 years |
Financial Services Offered
Cannon Wealth Group LLC offers a wide range of financial services to help clients reach their financial goals. These services include:
- Comprehensive financial planning
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance analysis
Client Types
Cannon Wealth Group LLC serves a diverse range of clients, including:
- High net worth individuals
- Business owners
- Families
- Retirees
Fees & Compensation
The advisors at Cannon Wealth Group LLC are compensated through a fee-based structure, which means they are paid a percentage of the assets they manage for clients. This ensures that their interests are aligned with their clients’ interests, as the more their clients’ assets grow, the more their compensation increases.
Background
John Cannon, the founder and lead advisor of Cannon Wealth Group LLC, has over 25 years of experience in the financial services industry. He holds a Bachelor’s degree in Finance and has earned several professional designations, including Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU).
Financial Advisor Disclosures to Know
As a registered investment advisor, Cannon Wealth Group LLC has a fiduciary duty to act in the best interests of their clients. They are legally required to disclose any conflicts of interest to their clients and to provide transparent and honest advice.
Additionally, Cannon Wealth Group LLC has a clean record with no disciplinary actions taken against them by any regulatory authorities.