Wealth Management for High-net-worth Individuals

For individuals or families who have a liquid net worth in excess of $1 Million

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“Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one's taxes. Over and over again the Courts have said that there is nothing sinister in so arranging affairs as to keep taxes as low as possible. Everyone does it, rich and poor alike and all do right, for nobody owes any public duty to pay more than the law demands.”

― Learned Hand

We are Boutique...

Let's face it, wealth comes with significant perks. As a high net worth individual you have the option to select a boutique firm or a large institutional firm. We commit to words like integrity, service and fiduciary, they are the backbone of our success, while other firms use them as punchlines.

Here are a few reasons why high net worth individuals choose a firm like Cannon Advisors:

Family Owned: for over 40 years, we've treated clients like family, it's in our DNA.
Personal Touch: we commit to relationships, not gathering assets.
Agility: unlike large institutional firms, we have the unique advantage of using technical analysis and can go to cash quickly when necessary in order to protect client's wealth versus throwing you into the company model.

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The Personal Touch

At Cannon Advisors, we can provide personal guidance and advice to help you determine your goals and how to best pursue them.

We help our high-net-worth clientele:

Coordinating Tax: when assisting high-net-worth clients, taxes are at the heart of everything and drive many of our recommendations.
Protecting Assets: our goal is to help high-net-worth clients protect assets from threats, such as lawsuits and government authorities. This is accomplished in a number of ways depending on the situation and client goals.
Generational Wealth Management: when consulting with high-net-worth clients, each family's goals and desires differ and so our recommendations are unique for each situation. Our goal is to institute measures to help protect and grow wealth over multiple generations.

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A new solution to retirement planning that's been an absolute home run for many retirees.

Should I convert my traditional IRA to a Roth IRA?

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^{Cannon Advisors does not provide tax, legal or accounting advice and this is not intended as such. Prospective investors and clients should consult with their own tax, legal, and accounting professionals to determine the potential benefits, burdens and other consequences of engaging in a particular strategy or transaction.}