Summit Financial
Summit is one of the industry’s prominent independent advisory firms. Founded four decades ago by a group of advisors, Summit has a proven legacy of success elevating advisor practices and client experiences. Canon Wealth’s affiliation with Summit provides access to Summit Vantage™, an all-inclusive platform of fully integrated industry-leading services, thought leaders, and innovative technology that makes delivering elevated financial advice frictionless. This includes an in-house, institutional-caliber brain trust of tax, insurance and financial planning experts that are now an extension of Canon Wealth’s team.
*Summit Financial, LLC, an SEC registered investment advisor established November 2018, is the successor firm to Summit Equities, Inc. (registered with the SEC in 1991) and Summit Financial Resources, Inc. (registered with the SEC in 1983) for all their investment advisory and financial planning business.
Canon Capital
In our commitment to comprehensive service, we work closely with Canon Capital Management Group business units and tap into our well-established network of CPAs, lawyers, bankers, insurance agents, and other professionals. This collaborative approach ensures that we provide solutions uniquely tailored to your specific needs.
Charles Schwab
We have selected Charles Schwab & Co., Inc. as a custodian for our clients’ accounts. Having Schwab act as custodian for client assets provides us access to a wide range of services to help serve our clients. Charles Schwab & Co, Inc. has more than 30 years of experience serving independent advisors. Schwab was a pioneer in the business of exclusively serving independent, fee-only investment advisors and their clients.
Fidelity
As a leading independent custodian, Fidelity provides the robust platform and secure technology we use to safeguard your assets. Their institutional-grade clearing and custody services allow us to execute complex trades and manage your portfolios with precision and transparency.
Addepar
Addepar is a wealth management platform that specializes in data aggregation, analytics and reporting for even the most complex investment portfolios. Founded in 2009 by Joe Lonsdale, who currently serves as an active Chairman of its Board of Directors and General Partner at 8VC, the company’s platform aggregates portfolio, market and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with hundreds of leading financial advisors, family offices and large financial institutions that manage data for over $2.5 trillion of assets on the company’s platform. In 2020, Addepar was named as a Forbes Fintech 50 company and honored as a member of the CB Insights Fintech 250. Addepar is headquartered in Silicon Valley and has offices in New York City and Salt Lake City. All brokerage services offered through Acervus Securities Inc., member FINRA /SIPC.
eMoney Financial Planning Software
Under our roof, we have retirement planning specialists and paraplanners who use industry leading software and expert analysis into your personal retirement future. For clients who are interested, we enjoy delivering a twist on the client experience by providing a wholistic approach to mapping out their goals and dreams once they exit the workforce.
Move Health
Navigating healthcare costs and Medicare can be one of the biggest challenges in retirement. Our collaboration with Move Health provides you with expert guidance and specialized tools to optimize your health coverage, helping to ensure your medical and financial plans work in perfect harmony.
Wealth.com
We’ve partnered with Wealth.com to offer a modern, simplified approach to estate planning. This digital platform allows our clients to create, manage, and visualize their estate plans in one place, helping to ensure your legacy is protected and your wishes are clearly documented.
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