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Our Mission Statement

 

"We prepare our clients to meet an uncertain future with confidence."

As financial planners at Cannon Wealth Management Services, we provide our clients with the planning services they need to help them keep their promises to themselves and to those depending on them. While leaning heavily on our specialized investment and tax knowledge, and years of experience in financial services, we develop personalized strategies and make recommendations designed around our client's goals and tolerance of risk.  Please call today to discuss what's important to you and to begin planning for your financial goals.   

Our Client Bill of Rights

  • You have the right to a financial planner who has integrity
  • You have the right to objective advice
  • You have the right to a financial planner who is competent
  • You have the right to be treated fairly
  • You have the right to privacy
  • You have the right to a financial planner who is professional
  • You have the right to a financial planner who is diligent