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Our Products & Wealth Management Services

With an understanding of your financial goals, and upon developing a financial plan that you feel comfortable with, the financial planners of Cannon Wealth Management Services will walk you through a step-by-step process designed to help you feel confident in your decisions, utilizing products and services such as:

  • Individual accounts, estate accounts, corporate accounts, non-profit accounts, DBA accounts, custodial accounts such as UTMA and UGTMA, and more.
  • IRAs, 401Ks, retirement annuities, and other retirement solutions.
  • Alternative investments such as business development companies, oil and gas partnerships and real estate investment trusts.
  • Fixed and variable annuities.
  • Long term care insurance, disability insurance and life insurance solutions.
  • Brokerage accounts.
  • Mutual funds.
  • Bond funds and bond portfolios.
  • Domestic and foreign securities trading.
  • Certificates of deposit.
  • Fee-based (commission free) accounts.
  • Discretionary asset management accounts.
  • Estate, business, tax and retirement planning services.
  • Trust services through Private Trust Co.,NA, and affiliate of LPL Financial.
  • Equity trading.
  • Financial planning and Consulting Services. Specifically, we offer
    • Retirement Readiness Analysis
    • Retirement Planning
    • Personal and Business Taxation Planning
    • Business and Personal Wealth Protection Planning
    • Business Succession Planning
    • Education Funding Analysis
    • Comprehensive Financial Planning (includes Retirement, Taxation, Insurance, Education and Investment Planning with detailed recommendations suited for your situation and goals)
    • Investment Analysis (Risk/Reward, Diversification and Cost Analysis)