Cannon Wealth Solutions is a boutique financial planning and wealth management firm based in Harrison, New York. Dedicated to delivering personalized financial guidance, the firm specializes in helping individuals, families, and business owners plan for their financial future with confidence. With a client-centric approach, Cannon Wealth Solutions offers tailored strategies that align with each client’s unique goals, whether they are planning for retirement, building generational wealth, or navigating life’s financial transitions.

As an independent firm, Cannon Wealth Solutions is not tied to proprietary products, allowing for greater flexibility and objectivity in its recommendations. The team emphasizes long-term client relationships grounded in trust, transparency, and education. They are also known for taking a holistic view of financial planning, integrating investment management, estate planning, tax strategies, and risk management. Their advisors hold various industry credentials and work closely with other professionals, including attorneys and CPAs, to ensure a cohesive financial strategy. Cannon Wealth Solutions also participates in community events and educational seminars to promote financial literacy.

Website: https://www.cannonwealthsolutions.com/

Key Services:

– Comprehensive financial planning
– Investment management
– Retirement income strategies
– Estate and legacy planning
– Tax-efficient financial strategies
– Risk management and insurance planning
– Business owner financial solutions
– Education funding planning