Boutique Wealth Management Built Around You
Two separate & independent teams of advisors — tax, accounting, and private wealth management — working together so your finances pull in the same direction.
“Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one's taxes. Over and over again the Courts have said that there is nothing sinister in so arranging one's affairs as to keep taxes as low as possible. Everyone does it, rich and poor alike and all do right, for nobody owes any public duty to pay more than the law demands.”
— Learned Hand
We Are Boutique
For over 40 years, Cannon has treated clients like family — because that's exactly who we are. A family-owned firm with the agility to act quickly and the conviction to put your interests first.
- Family owned for over 40 years
- Personal touch — relationships, not asset gathering
- Agility to go to cash quickly when markets turn
Three Pillars of High-Net-Worth Planning
Coordinating Tax
Taxes are at the heart of everything we do. Our recommendations are built around minimizing your tax burden at every stage.
Protecting Assets
We help shield your wealth from threats like lawsuits and regulatory exposure with strategies tailored to your situation.
Generational Wealth
Every family's goals differ. We build unique plans to help protect and grow wealth across multiple generations.
Built for Families Like Yours
Family Owned
For over 40 years, we've treated clients like family. It's not a slogan — it's in our DNA.
Personal Touch
We commit to relationships, not gathering assets. You work directly with the people making your decisions.
Agility
Unlike large institutional firms, we use technical analysis and can go to cash quickly to protect your wealth.
Introducing the Roth Conversion Alternative
A new solution to retirement planning that's been an absolute home run for many retirees. This powerful strategy can help you avoid huge tax bills and keep more of what's yours.
Not many retirees know about it. It's never been easier to see if it will work for you — and it takes just 30 minutes to find out.
Learn More in a Complimentary CallReady to Explore Your Options?
Schedule a private conversation with a Cannon Advisors team member to discuss your goals, concerns, and how we can help.