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...
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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
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.