Live Life Confidently

At Canon Capital Wealth Management, we believe that true financial success isn't just about the numbers—it’s about having the peace of mind to enjoy today while feeling secure about tomorrow.

As an integrated, full-service firm, we are dedicated to serving individuals, families, and small-to-mid-sized businesses. Our fee-only structure ensures that our advice is always honest, objective, and focused entirely on your best interests.

What We Do



We provide a comprehensive suite of services designed to cover every aspect of your financial journey:

• Financial & Retirement Planning

• Investment Management

• Tax Planning & Integration

• Estate & Legacy Planning (via Wealth.com)

• Business Transition & Succession Planning

• 401(k) Retirement Plans



The Canon Capital Difference: Institutional Resources at Scale

As a large SEC-registered investment advisory firm, we’re far more than a mom-and-pop shop. In addition to industry-leading planning tools like eMoney, Move Health and Wealth.com, we are able access sophisticated, alternative investment strategies like Quantinno which sets us apart from a lot of traditional firms. By integrating these unique solutions, we help our clients build diversified portfolios designed to thrive in various market conditions.

Investment advisory and financial planning services offered through Summit Financial, LLC., a SEC-Registered Investment Adviser, doing business as Canon Capital Wealth Management. 

Strategically Partnered with Summit Financial



Through our strategic partnership with Summit Financial, we combine our local expertise with the resources of a nationally recognized leader in wealth management:

• 40+ Years of Wealth Management Experience*

• $26 Billion in Assets Under Advisement (as of 12/31/25)

• Ranked #31 on the Forbes Shook 2025 U.S. Top RIA Firms list**

• Ranked #35 on the Barron’s 2025 Top RIA Firms list***

 *Summit Financial, LLC., a SEC Registered Investment Adviser established in November 2018, is the successor firm to Summit Equities, Inc., (registered with the SEC in 1991) and Summit Financial Resources, Inc., (registered with the SEC in 1983) for all of their investment advisory and financial planning business.

**Forbes | SHOOK: Ranking awarded in October 2025 based on data as of 12/31/2024.

***Barron's: Ranking awarded in September 2025 based on data as of 3/31/2025. Summit Financial did not pay a fee in exchange for these rankings.

All data, including Assets Under Advisement (AUA) is as of 12/31/2025 unless otherwise noted. 

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