The Cannon Wealth Group brings experience to ease the burden and worries of wealth management from the client. We tailor our resources to individual client goals and objectives to chart a course toward a successful retirement. We remain by the client’s side every step of the way. We understand the hard work people invest in their future and it is our desire to help them protect their efforts.
CWG will give you back time and sleep, removing the day to day worries of handling your finances. Our goal is to allow you to enjoy your free time, travel more, or spend more time with family and loved ones. We are here to support you. Our services include but are not limited to the following:
- Investment management
- Wealth Preservation
- Trustee advisory
- Trust and partnership advisory
- Planning and communication with beneficiaries
- Tax planning
Estate planning
- Tax-efficient wealth transfer
- Multigenerational strategies
- Trust review
Business succession planning
- Charitable Planning
- Philanthropic planning
- Charitable trust advisory
- Private foundations
- Personalized Analysis & Planning
- Retirement plan assistance
- Compensation
- Concentrated wealth
- Legacy holdings
Estate Settlement
- Valuation of assets
- Transfer of assets
- Succession planning
- Tax advisory
Business and Family Governance
- Maintain family continuity
- Wealth education
- Trust/board structure