A complete list of active advisors currently associated with Cannon Wealth Group LLC
Warmer can help you find a great advisor at Cannon Wealth Group LLC or one who fits your needs even better.
Cannon Wealth Group LLC provides fee-based financial planning and investment management to individuals, high‑net‑worth clients, and retirement plans. Services described in the brochure include discretionary and non‑discretionary asset management, financial planning and consulting, qualified plan consulting, and educational seminars. The firm’s investment process uses fundamental analysis for securities and planning work and technical analysis for review of mutual funds and individual stocks, with client objectives documented in an Investment Policy Statement and periodic account reviews. It offers ongoing portfolio monitoring and ad hoc plans or hourly work as needed, and delivers account statements and performance reports at least quarterly. A distinctive feature of the firm is its pension consulting practice: it provides ERISA services both as a limited‑scope 3(21) advisor and, when engaged, as a discretionary 3(38) investment manager, plus quarterly plan reviews and participant education — capabilities that are relatively uncommon among independent peers. The firm also discloses that it does not sell commissioned insurance or annuities and does not act as a custodian, and it sets out procedures to manage conflicts of interest such as those related to personal trading and soft‑dollar arrangements.
To learn more about the advisors currently working at Cannon Wealth Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Eagle, ID
| 14
|
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