Canon Capital Wealth Management
Financial Services
Philadelphia, Pa, United States
6 employees
- Employees
- 6
- Contacts
- 1
- Emails
- 1
- Phones
- 1
Canon Capital Wealth Management Overview
- Headquarters
- Philadelphia, Pa, United States
- Website
- www.canonwealth.com
- Industry
- Financial Services
- Employees
- 6
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Canon Capital Wealth Management
Feeling uncertain about your financial future can hinder your ability to enjoy your successes. At Canon Capital Wealth Management, we provide personalized guidance and solutions to help you achieve financial clarity and live your best life. Investment advisory and financial planning services offered through Summit Financial, LLC., (“Summit”) a SEC-Registered Investment Adviser, doing business as Canon Capital Wealth Management. The views and opinions expressed on this page are solely those of the author and should not be attributed to Summit. Neither the author nor Summit are affiliated with LinkedIn, Inc. Any non-Summit URLs, external websites or links mentioned on LinkedIn are unaffiliated with Summit. We have not verified the information and opinions found on those third-party websites, nor do we make any representations as to its accuracy or completeness. Neither Summit or its affiliates endorse third-party products and services or privacy and security policies. You should review any third-party's policies, terms, and conditions carefully. None of the statements on this page are intended to recommend any security, service, or product or to provide investment, tax, or any other advice. Clients should make all decisions regarding the tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors. We cannot accept endorsements and recommendations.
Canon Capital Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 1
- Email contacts
- 1
- 25.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Canon Capital Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Marissa Illingworth | Director of Operations at Canon Capital Wealth Management | Lancaster County, Pennsylvania, United States |
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| Chuck Porter Jr. | Director, Senior Investment Advisor and Accredited Investment Fiduciary at Canon Capital Wealth Management | Souderton, Pennsylvania, United States |
Email
Phone
|
| Andrew Stein | Investment Advisor & Paraplanner - Series 65 Licensed | Greater Philadelphia, United States |
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|
| Peter Roland, Phd, Cfp, Cpa, Cepa | Future Focused Wealth and Value Creation for Businesses and Individuals. |
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|
Employees by Management Level
Director
2 profiles
Individual contributor
2 profiles
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