Wealth Management Overview

Wealth Management Overview

At Canon Capital, we take the “Fright Factor” out of investing. We help you make wise investment choices.  In today’s complicated, volatile marketplace, investing can be a scary responsibility. Canon Capital’s Investment Advisors work with business owners and personal investors to help make better decisions.

Canon Capital is a fee-only firm, rather than commission-based, which allows our advisors to offer more objective investment advice.

We understand that you are unique. We take the time to learn about the needs of our clients and then develop a comprehensive service plan that acutely reflects those needs.  Our combination of process, service, and client communication gives each client clear expectations and the confidence of knowing that they have a trusted Advisor.

Professional Services Include:

The Value of Working with an AIF® or AIFA® Designee

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. Yet, many fiduciaries are not even aware of their duties and responsibilities.

How Clients Benefit From Their Advisor’s CEFEX Certification

CEFEX-certified Investment Advisors proudly display the CEFEX Mark.  Voluntarily, they undergo annual fiduciary assessments conducted by independent expert analysts.  The resulting assessment reports are reviewed by a separate registration committee.  This program can be thought of as a sophisticated peer-review system.