Why choose Canon Capital Wealth Management?
We start with a
foundation of trust.
Our team of advisors becomes your fiduciary in a trusted advisory relationship.
We follow a disciplined investment process that adheres to the industry’s best fiduciary practices.
This ensures that our interests are aligned with those of the investor.
We deliver
unbiased advice.
Our independence allows us to provide investment advice that is unbiased, and our fees are based on services performed, not investments sold (fee only, not commission-based).
We tailor your investment plan to meet your needs.
In today’s complicated, volatile marketplace, investing can be an intimidating responsibility. Our investment advisors work with business owners and personal investors to help make wise investment choices and the best decision for each situation.
We understand that you are unique. We take the time to learn about your needs and then develop a comprehensive service plan that acutely reflects those needs.
Our process, service, and client communication work together to give each client clear expectations and the confidence of knowing that they have a trusted advisor.
We are a fee-only firm, rather than commission-based, which allows our advisors to offer investment advice that is honest and objective.