About Us
You Don’t Need More Advice. You Need a Financial Strategy That Actually Works.
At Cannon Capital Group, we design personalized financial frameworks that help you grow, protect, and access your wealth with clarity, control, and purpose.
We work with clients who are serious about their future and demand more from their strategy.
How We Think
We Don’t Sell Products. We Build Intelligent Frameworks.
The best financial results come from structure, not guesswork.
That’s why we start by understanding your goals, challenges, and timeline in detail. Then we design a flexible, tax-efficient strategy that adapts with you — not against you.
Whether you’re looking to reduce taxes, unlock capital, build a legacy, or create income, we engineer a plan to do just that, without sacrificing control or liquidity.
What To Expect
✔️ A strategy designed around your exact needs
✔️ Tax-optimized access to capital
✔️ Protection that doesn’t limit growth
✔️ A long-term partner who evolves with you
✔️ No sales pressure — just clarity, confidence, and results
Who We Serve
We Work With People Who Expect More
Our clients are not average — and neither are their needs.
We work with individuals and businesses who want more than just financial advice. They want a framework that performs — and a partner who understands what’s at stake.
Client Types:
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Business Owners — Reducing tax pressure, improving retention, increasing flexibility
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Families & High-Income Individuals — Creating access, protection, and legacy
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Professionals & Consultants — Turning income into long-term freedom
Your Strategy Team
Built Around You. Powered by a Private Support Team.
At Cannon Capital Group, your strategy is supported by a carefully coordinated team, each focused on a specific part of your financial picture. Every role is aligned to help you grow, protect, and access your wealth with clarity and purpose.
This private-model structure ensures you're supported at every step, so your plan isn’t just designed — it’s thoughtfully managed, reviewed, and built to evolve with you.
Wealth Consultant
Your main point of contact — guiding the big picture and making sure your plan grows with you.
Strategist
Works behind the scenes to build and fine-tune the strategy based on your goals, income, and access needs.
Case Manager
Keeps everything on track — from applications to approvals — so you can stay focused on your business or family.
Tax Partner
Helps design your plan to reduce tax pressure and align with your accountant or financial team.
Lending Specialist
Handles access to capital, including policy loans or short-term liquidity, when the time is right.
Client Testimonials
“Cannon Capital helped us stop piecing things together and finally get one clear, personalized strategy. It feels good knowing everything is connected and working together.”
— Business Owner, California
“We’ve worked with other advisors before, but this was the first time we felt like someone understood both our numbers and our values. It’s a different level of planning.”
— Dual-Earner Household, Pennsylvania
Our Commitment
We’re here to build long-term confidence, not just deliver ideas. Everything we do is designed to bring more structure, access, and clarity to your financial world.
When your strategy fits your life, everything changes.