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Our Qualifications & Experience

Cannon Wealth Management Services has been working with individuals and business professionals in the Piedmont Triad since 2002.

Each of our Financial Planners has extensive personal and professional experience. All hold various professional designations, and are registered and licensed to provide you with a variety of investment and insurance strategies.

Cannon Wealth Management Services also works diligently to manage the tax consequences of your financial decisions, setting us apart from many of our competitors.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances throughout all phases of your life.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial strategies and services. The personalized program that we can provide is a road-map to working toward a more secure financial future for you, your family and your business.

We’re looking forward to using our experience to help you pursue your financial goals!

(States currently served by the professionals at CWMS include NC, SC, GA, IN, MN, PA, WA, and VA. If you reside in another state, please call 336-231-6844 for information.)