High Net Worth Individuals

Canon Capital Investment Advisory has been in business for over 25 years providing comprehensive wealth management solutions for high net worth individuals, specializing in helping clients transition their 401(k) retirement accounts into retirement rollover accounts.  We start with a foundation of trust.  As your fiduciary, we follow a certified investment process that adheres to the industry’s best fiduciary practices.  This ensures that our interests are aligned with those of our clients.  Through strategic asset allocation and diversification, we develop a customized solution for each unique client based on risk tolerance and expected return.  We have a dedicated team of advisors and client service personnel whose primary focus is for each individual client to experience long term retirement security.

Investment Advisory
– High Net Worth
– Trust
– Precious Metals Consulting