Wealth building is a very tedious and demanding engagement, most especially for those who have no background in finance and are only starting out in their investment journey. It is very important for people to recognize the need for a reliable, experienced, and dedicated guide who will journey with them through distinctive wealth management and investment processes. Robert Cannon of Cannon Wealth Solutions possesses the necessary skills and attributes of a fiduciary investment advisor to guarantee the success of his investment clients.
As an Accredited Investment Fiduciary Analyst (AIFA), Cannon is held to the highest legal and ethical duty to represent the best interests of his clients regarding their total asset portfolio management. Cannon’s licensing allows him to offer Assets Under Management opportunities to his clients through a partnership with Foundations Investment Advisors, an SEC-registered investment advisor.
Whether clients are planning to build a retirement plan or want to establish an additional stream of income, Cannon Wealth Solutions provides excellent services designed to help individuals, couples, and families achieve their financial goals. At the core of its wide array of services is financial advice, where a registered investment advisor sits down with the clients to identify the perfect direction given their investment appetite. Ultimately, what each advisor at Cannon Wealth Solutions wants to achieve is what would be best for the welfare of the clients.
Retirement planning is one of the specializations of Cannon and his team of advisors. Many people do not like talking about retirement, a season when they stop working. Preparing for it, however, is a must. The lack of a concrete retirement plan has been a pitfall for many individuals who realize too late of its real value. It is for this reason that Cannon advocates for mindful retirement preparation. He believes that regardless of the age of his clients, it is never too early to prepare for retirement.
Apart from the services mentioned above, Cannon Wealth Solutions also offer investment tax planning, education planning, estate planning, insurance planning, business planning, and investment planning.
What Robert Cannon has going for him is his unmatched 30-year experience working with the most respected businesses, hedge funds, and investors from all over the country. His clients fondly refer to him as their Chief Financial Officer. Others see him as a quarterback due to his advisory team approach in business. To illustrate to his clients how serious he is about investing, Robert Cannon himself has offered his clients a very impressive alternative investments. He offered investments in Facebook, Twitter, Roku, Lyft, Nutanix, and Sofi, as Pre-IPOs.
The New York-based investment advisor also received a Certificate in Financial Management from Cornell University to add value to the overall experience of his clients. He believes continuous learning about the latest investment and market trends will allow him to foresee potential problems or opportunities. Being able to lay down various possibilities before his clients is an ability he takes pride in.
Having spent the last three decades helping people achieve success with their finances, Cannon and Cannon Wealth Solutions are still bound to change more lives for the better with their brand of service.
