Your Wealth. Multiplied with Precision.
Tax-efficient strategies for individuals, families, and businesses who expect more.
Multi-State Licensed | Private Institutional Contracts | Built for Long-Term Access & Growth
Strategic Solutions Built Around You
We engineer private wealth frameworks that unlock tax-free income, preserve liquidity, and position your capital for strategic, long-term growth, without relying on the stock market.
Capital Optimization
Unlock the full potential of underutilized capital through efficient deployment and personalized frameworks.
Insurance Solutions
Structured insurance financial vehicles are designed to provide protection, liquidity, and long-term financial leverage.
Retirement Strategy
Build future income confidently using tax-aware retirement structures designed for flexibility and control.
Tax Efficiency
Reduce unnecessary tax exposure and improve financial outcomes through compliant, strategic structuring.
Legacy Planning
Preserve, protect, and transfer wealth with strategies built around long-term vision, estate clarity, and generational intent.
Who We Help
We serve clients who want more than just advice — they want clarity, control, and a strategy that evolves with their life or business.
Families & Individuals
Build long-term confidence, legacy, and flexibility — even before retirement.
Business Owners
Unlock capital, reduce taxes, and retain your team with smarter frameworks.
High-Income Professionals
Transform idle cash into efficient, private-growth capital.
Discover
Understanding what matters most.
Our process begins with a confidential consultation where we take time to understand your objectives, current financial landscape, and long-term vision.
How It Works
A streamlined approach focused on clarity, strategy, and long-term success — built to move at your pace.
Design
Building a strategy around your vision.
We develop a personalized framework that aligns with your goals, focused on protection, growth, tax efficiency, and legacy.
Implement
Executing with purpose and partnership.
With alignment established, we move forward at your pace, offering full transparency, ongoing support, and long-term strategy refinement
What Clients Are Saying
Real results. Real people. The kind of strategy that changes everything.
“We didn’t need another financial advisor; we needed someone who understood how to structure our capital for control and access. Cannon Capital Group delivered exactly that.”
— Family Office Client, New Jersey
“I’ve worked with major firms. What Cannon Capital offered wasn’t a pitch; it was a real strategy. We protected our business, freed up liquidity, and lowered taxes at the same time.”
— Business Owner, Northeast
“For the first time, we have a plan that makes sense; one that grows, protects, and adapts without locking us into someone else’s formula.”
— Dual-Income Family, Tri-State Area