Canon Capital Wealth Management

Fiduciary Financial Guidance | Harleysville, PA

Custodian

This is your direct portal for accessing and viewing information related to your investment accounts, including account details and essential transactions.

  • Account Profile Management: Update personal details like address, phone number, email, and beneficiaries.
  • Digital Authorization & E-Signature: Conveniently authorize and e-sign transactions and forms (e.g., money movement, bank updates, applications).
  • Custodial Documents: Access official documents like tax forms (1099s), proxy voting notices, and trade confirmations.

Portfolio Reporting & File Vault

Addepar provides comprehensive insights into your investments and a secure space for document exchange.

  • Quarterly Performance Reports: View detailed investment performance reports, updated quarterly.
  • Dynamic Portfolio Views: Understand your asset allocation and detailed information on holdings and accounts we manage for you.
  • Secure File Upload & Storage: Safely upload and exchange confidential documents with your financial advisor.

Client Login

eMoney Financial Planning Software

Financial Planning & Aggregation

eMoney offers a holistic view of your entire financial life and powerful support for your financial planning journey.

  • Account Aggregation: Link all external financial accounts for a complete, real-time picture of your household finances and net worth.
  • Financial Planning & Self-Guided Updates: Explore dynamic financial planning reports, answer planning questions, and make self-guided updates.
  • Secure Document Upload & Plan Viewing: Securely upload financial documents and view your completed financial plan (if applicable).

Client Login

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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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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