Cannon Wealth Solutions

About Robert

Planning Futures

Since 2001, I have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? I would be glad to create a customized plan for you.

A Proven Approach

I start by clarifying my fee structure and explaining the different ways I can help. Then I analyze your goals and compare them to your current portfolio. Finally I will recommend an investment strategy designed to meet your risk tolerance and life goals.

Why Work With Robert?

I have over 30 years experience in finance and a commitment to ethics and integrity. I am fully licensed and a certified financial fiduciary and because of that you can count on unbiased recommendations and impartial guidance.

About Robert Cannon

Wealth Manager

Robert Cannon, AIFA® and Cannon Wealth Solutions has more than three decades of experience working with affluent investors, businesses, and hedge funds across the United States. He places a key focus on creating lifetime income plans for retirement, and in doing so, Robert guides his clients through a very distinctive wealth management and investment process that is specifically designed for financially successful individuals, couples, and families.

He is viewed as a “Chief Financial Officer” to his clients, and in many ways acts as the “quarterback” by implementing an advisory team approach. This allows his clients to receive advice from specialists in different areas, including wealth building and preservation and taxes.

In addition to his vast experience, Robert has earned numerous licenses and industry professional designations, including the Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent), Series 66 (Uniform Combined Registered Investment Advisory), and the Series 55 (Equity Trader). He also holds an accident and health insurance license and is eligible to conduct business in over 30 states.

In addition, Robert received a Certificate in Financial Management from Cornell University. He has also earned the prestigious Accredited Investment Fiduciary Analyst (AIFA) designation. When not working with clients, Robert enjoys spending time with family and friends. He resides in New York.

Alternative Investments

Robert has been an investment manager and investor for over 10 years in Pre-IPOs. Many of his investments have successfully gone public, like Facebook, Twitter, Roku, Nutanix and Lyft. Robert and his investors has benefited from reliable and efficient deal sourcing, transaction execution and successful exit in the public markets.

Fiduciary

Robert Cannon is an Accredited Investment Fiduciary Analyst and a Certified Financial Fiduciary. I have taken the responsibility of acting on my clients best interest with the utmost honesty and integrity. I am legally responsible to act in good faith and provide all relevant facts to my client.

Fiduciary Advisor