About Cannon Wealth Management Services
<p>Tax-first planning is a defining part of Cannon Wealth Management Services, a registered investment advisor founded in 2002 with roots tracing back to 1950. The firm works with business owners, physicians, dentists, executives, and other high-income and high-net-worth clients, generally families with $1,000,000 or more in investable assets.</p> <p>Headquartered in Winston-Salem in North Carolina’s Piedmont Triad, Cannon Wealth Management also has an office in Federal Way in the Seattle metro area. The team has 11 employees and provides 3(38) investment management services as part of its retirement plan and portfolio work.</p> <p>Client work includes retirement planning, investment management, estate planning, risk management, and tax strategy coordination. The firm frames its process around planning, building, defending, and preserving client legacies, with an emphasis on straightforward guidance and long-term decision-making.</p> <p>Cannon Wealth Management reported $176.5 million in assets under management as of March 2024 and $0.2B AUM for 2026. It serves clients in CA, CO, FL, MD, NC, NY, OH, OR, VA, and WY. Securities are offered through LPL Financial or Private Client Services.</p> <ul> <li>Registered investment advisor (founded 2002; roots to 1950)</li> <li>3(38) investment management services</li> <li>Wealth management and retirement planning for high-net-worth households</li> <li>Multi-state client base across 10 states</li> <li>Offices in Winston-Salem, NC and Federal Way, WA</li> </ul>
Website: https://www.cannon-wealth.com/
Founded: 2002
Employees: 11
Office Locations
- Winston Salem, NC (Headquarters)
Services Offered
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $213.1M