Canon Capital Wealth Management

Fiduciary Financial Guidance | Harleysville, PA

Live Life Confidently

Custom Financial Guidance so You Can Enjoy Today and Have Peace for Tomorrow

Clarity. Confidence. Freedom.

No matter how successful you are, it can be difficult to enjoy your accomplishments when you feel uncertain about the future—you think and hope you’re on track for the life you want to live, but you’re not sure. That’s why at Canon Wealth, we give people clarity about their financial situation so they can accomplish what matters most to them. We provide personalized guidance so you can see clearly where you are today, where you want to go, and how to create your best life. We work side by side with you to identify solutions that protect your wealth and your family as you maximize valuable opportunities. Our goal is to provide effective resources and direction that give you confidence to make wise financial decisions—so you have freedom to live your best life today as you prepare for a strong tomorrow. 

Refreshing Clarity

We provide practical education and step-by-step guidance to help you better understand your finances, because we know when you can see the bigger picture with clarity, you can feel confident that you’re making the best decisions for yourself and your family.

Custom Solutions

No two clients are the same, which is why we tailor our recommendations to suit your individual needs and objectives. We get to know you on a personal level so we can help you find exactly what you need to live your best life now and in the future.

Lifelong Partnerships

Our team is here for you in every phase of your financial journey. We provide hands-on support to help you develop and implement your strategies, and we’re available to answer questions and offer guidance whenever you need us.

The Value of
Working with a Fiduciary

A “fiduciary” is someone who is managing the assets of another person and stands in a special relationship of trust, confidence, and/or legal responsibility. A fiduciary is required by law to always act in the best interests of their client, beneficiary, or retirement plan participant.

Meet Our Team

Welcome to Canon Capital

Our team is excited to announce that Canon Capital is now a wholly independent practice. Our mission has always been to do what is best for our clients, and this transition allows us to provide an even greater level of service for your wealth management needs.

To learn more about our independent advisory model and how it benefits you, click below.

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Important Notice

You are now leaving the Canon Wealth's website and will be entering the Charles Schwab & Co., Inc. ("Schwab") Website. Schwab is a registered broker-dealer, and is not affiliated with Canon Wealth or any advisor(s) whose name(s) appears on this Website. Canon Wealth is independently owned and operated. Schwab neither endorses nor recommends Canon Wealth. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Canon Wealth under which Schwab provides Canon Wealth with services related to your account. Schwab does not review Canon Wealth's website, and makes no representation regarding the content of the website. The information contained in the Canon Wealth website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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Important Notice

You are now leaving Canon Capital Wealth Management. Links to other websites are provided for your convenience and information only. The fact that we provide a link to this third-party website does not mean that we endorse, authorize, or sponsor the website, or that we are affiliated with that website's owners or sponsors. Certain Canon Capital Wealth Management associates may be affiliated with or have an interest in this company website. This material is not a solicitation or an offer to buy any security or to participate in any planning or investment services. We are not responsible for and assume no liability for the content or presentation of material contained in the linked site, or any changes or updates to such site. We make no representations about the accuracy or completeness of the information contained in this site and their privacy and security policies may differ from ours. We recommend that you review this third-party’s policies and terms carefully.

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