We are honored to announce that Canon Capital Wealth Management’s investment advisory team has been named a Signature Elite Advisor in the Ascensus Elite Advisor program for 2019. The Elite Advisor program is an exclusive experience provided to financial advisors with demonstrated, results-oriented experience in the retirement industry.
“As a Signature Elite advisor, our clients will benefit from dedicated access to the Ascensus award-winning retirement plan service team,” states Patty Webb, Canon Capital partner, and Director of Wealth Management Services. “I’m proud that we have been recognized by an organization that helps millions of Americans make the dream of a stress-free retirement a reality, and I look forward to our continued partnership in serving the retirement planning needs of local small business owners and their employees.”
Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. The firm delivers technology and expertise to help millions of people save for what matters most: retirement, education, and healthcare. Ascensus partners closely with financial advisors across the nation to ensure that business owners and their employees have the technology and guidance they need to invest for their future retirement.
“We truly value our relationships with these key partners and remain committed to giving them the attention and dedication they deserve,” states Jason Crane, head of retirement sales at Ascensus. “As a result, we want to recognize Canon Capital Wealth Management’s achievement as an outstanding financial advisor with a higher level of service, attention, and opportunity.”
Here at Canon Capital, our Wealth Management investment advisors take the time to learn about your unique financial and investment needs. We then develop a comprehensive service plan that acutely reflects those needs. Our combination of process, service, and client communication provides you with clear expectations and the confidence of knowing that in us, you have a trusted advisor.
For more information on how we might be of service, please contact us or call 215-723-4881.