Wealth Management Strategy: Evolving Relationship

EVOLVING RELATIONSHIP

At the center of our Wealth Management Strategy is our evolving relationship with you.

  • We are committed to you and your family’s well-being – this is our highest priority.
  • We strive to create an open, welcoming, non-judgmental relationship with you.
  • We are available to you with planned and regular communications as well as when need arises.
  • We continually learn and grow to add understanding and value to our relationship.
  • We are committed to doing what we say we’ll do as specified in our Wealth Management Strategy.

The Wealth Management Strategy is personalized and organic. For example:

  • Retirement calls for discovery, additional planning with an income distribution strategy, updated estate planning...and more.
  • A liquidity event – selling a business, receiving an inheritance, or other – requires discovery, more planning, additional investments and updated estate planning documents, and gifting with legacy planning.
  • Birth of children or grandchildren brings opportunities for gifting, education planning, risk management, and trust development.
  • Increased federal taxation requires additional review and tax and investment planning.

We encourage and support our clients' involvement and commitment to their plan – and to the relationship with us. This serves our mutual best interest. This commitment brings financial independence with greater awareness of the role of wealth in their lives.
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Cannon Wealth Management

Wealth Management Strategy: Evolving Relationship graphic
EVOLVING RELATIONSHIP
WEALTH MANAGEMENT STRATEGY
Contact Us (253) 945-6700
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