Cannon Wealth Management, LLC

Winston-Salem, North Carolina

Call (336) 231-6844 Visit website →

About

Cannon Wealth Management is a Winston-Salem-based firm providing investment management and wealth management services to business owners, physicians, dentists, executives, and high-net-worth individuals with at least $1 million in investable liquid assets. The firm employs a tax-focused approach and addresses retirement planning, estate and legacy planning, risk management, and investment guidance tailored to each client segment's specific needs. Cannon Wealth Management works with business owners earning $500,000 or more in net income and draws on decades of experience serving medical and dental professionals. The firm provides customized financial planning across multiple life stages and financial situations.

Specialties

Investment Management Wealth Management

Firm details

Languages
English
Hours
Daily: Closed
SEC registered
No

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