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Cannon Wealth Management Services
Winston Salem, North Carolina
Cannon Wealth Management Services, a reputable investment advisory firm headquartered in Winston Salem, NC, serves a diverse client base of over 330 individuals. With a strong track record, they oversee an impressive $146,593,000 in assets under management. Their local presence is bolstered by three strategically located offices, allowing them to effectively cater to their clients' needs.
Distinguishing themselves in the industry, Cannon Wealth Management Services possesses extensive expertise in managing employer 401Ks and individual assets, accounting for approximately half of their total assets under management. This experienc...see more
Assets Under Mgmt
$146.59M
Investment Professionals
6
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Reviews for Cannon Wealth Management Services
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