Cannon Wealth Management
Financial planning is as important as investments.
Cannon Wealth Management · Winston-salem, North Carolina
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About
As a financial advisor and CEPA®, I help blue-collar entrepreneurs tie business planning and personal/financial goals together, building transferable value today while aligning your life vision. Financial planning equals investments in importance; I provide clarity so you can be intentional with every decision and exit confidently.
Who they serve
- High earners
- Founders
- Early-career professionals
Services
- 401(k) & IRA Management
- Alternative Investments
- Business Succession Planning
- Cash Flow Planning
- Charitable Giving
- Exit Planning
- Financial Advice & Coaching
- Financial Planning
- Investment Management
- Liquidity & Exit Planning
- Portfolio Management
- Portfolio Rebalancing
- Risk Management
- Social Security Planning
- Wealth Management
Structured record
| Name | Cannon Wealth Management |
|---|---|
| Firm | Cannon Wealth Management |
| Location | Winston-salem, North Carolina |
| Fee model | Percentage of Assets (AUM) · Flat Fee/Retainer |
| AUM | $100M - $500M |
| Founded | 2000 |
| Firm size | 6 - 20 employees |
| Affiliation | Independent RIA |
| Designations | Series 7 · Series 66 · Other |
| Investment approach | Active management |
| Website | Cannon-wealth.com |
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Specialties
- Small business owners