How does the advisor help clients – Key Takeaways:
Cannon Wealth Management Services is a financial advisory firm that provides expert guidance and services to its clients. With a team of experienced advisors and a wide range of financial offerings, Cannon Wealth Management Services is well-equipped to help clients achieve their financial goals.
Facts and Insights
Cannon Wealth Management Services was founded in 2002 and has since grown to manage over $500 million in assets. The firm has a team of seven advisors, each with a unique set of skills and expertise to offer clients. With a focus on building long-term relationships and providing personalized solutions, Cannon Wealth Management Services is dedicated to helping clients achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 7 | Since 2002 |
Financial Services Offered
Cannon Wealth Management Services offers a wide range of financial services to its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance analysis
With a comprehensive approach to financial planning, Cannon Wealth Management Services is able to provide clients with holistic solutions that address all aspects of their financial lives.
Client Types
Cannon Wealth Management Services works with a diverse range of clients, including individuals, families, and small business owners. The firm is dedicated to providing personalized services that cater to the unique needs and goals of each client. Whether a client is looking to build wealth, plan for retirement, or protect their assets, Cannon Wealth Management Services has the expertise and resources to help.
Fees & Compensation
Cannon Wealth Management Services operates on a fee-only basis, meaning they do not earn commissions from selling products or making investments. This ensures that the firm’s interests align with those of their clients, as they are not incentivized to make recommendations that may not be in the client’s best interest. Fees are based on a percentage of assets under management, with rates varying depending on the size of the client’s portfolio.
Background
The team at Cannon Wealth Management Services has a combined experience of over 50 years in the financial industry. The firm is led by John Cannon, a Certified Financial Planner (CFP) with over two decades of experience. The team also includes two Accredited Investment Fiduciaries (AIFs), demonstrating their commitment to upholding the highest ethical standards in their work with clients.
Financial Advisor Disclosures to Know
Cannon Wealth Management Services has a clean record with no disciplinary actions or disclosures on their record. This can provide peace of mind to clients, as they can trust that their advisor has their best interests in mind and is not subject to any conflicts of interest.