Wasatch mountains at sunset above the Salt Lake valley
Fiduciary Wealth · Tax · Legacy · Utah · Since 2008

Build it. Keep more of it.
Pass it on intact.

You built the wealth. Most advisors are paid to sell you products with it. Yours should be legally bound to protect it. One fiduciary team coordinates your investing, tax strategy, and estate in a single plan — built around your life, answering only to you. No products, no commissions, no sales pitch.

→Get your complimentary strategy Call 801.566.3190

Fee-based fiduciary · Cottonwood Heights, Utah

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60+
Years of Experience
2008
Fiduciary Since
3(38)
Investment Fiduciary
Fee-based
Always Fiduciary
The difference

Most advisors are paid to sell. You deserve one paid to plan.

Your biggest advantage in retirement is knowing how the game really works. Here’s the playbook most people never see — and the straight line right past it.

01
The Salesman

A generic, off-the-shelf plan

A one-size-fits-most portfolio built for the firm’s shelf, not for your life.

Your Fiduciary

A plan built around you

A custom strategy engineered for your income, your taxes, and your family — and no one else’s.

02
The Salesman

The buried fee

Hidden commissions you were never shown, quietly skimming your returns for decades.

Your Fiduciary

Fees you can see

Fee-based and transparent. We’re paid to advise, so our incentive is your outcome.

03
The Salesman

The plan that never comes

The product gets sold and the salesman moves on. Nobody watches the rest — except you.

Your Fiduciary

A partner for the long run

We execute and adjust your plan for life. Two decades in, we’re still the ones who pick up the phone.

Snow-capped Wasatch range under a moody sky
The stakes

Investing is the easy part. Taxes and legacy are where most plans fall short.

Do nothing, and the defaults decide for you: fees you were never shown, a tax bill nobody planned, an estate your family untangles without you. A real plan coordinates all three — before the deadlines pass.

01

Investing

Fiduciary portfolios built around your goals, not a sales quota.

02

Taxes

A year-by-year strategy to keep more of what you’ve earned.

03

Estate & legacy

Passing what you built to the next generation, intact.

What we do

One team, one table, one plan.

Most firms handle one piece of your finances. Cannon coordinates them all — so your investments, taxes, income, and legacy pull in the same direction.

01 Wealth Management & Investing Fiduciary, fee-based portfolios built around your plan — never a product off a shelf. ↗ 02 Tax Strategy CPA-led planning to minimize what you owe — coordinated with your investments, not filed in a silo. ↗ 03 Tax Prep & Bookkeeping Returns, bookkeeping, and payroll handled in-house through our affiliated tax practice — informed by the same plan. ↗ 04 Estate & Legacy Planning Pass on what you’ve built — to your family, your charities, your causes — exactly as you intend. ↗ 05 Business & Exit Planning For founders: structure, timing, and the after-tax result of a sale — planned long before the letter of intent. ↗ 06 Risk & Cash Flow Insurance, liquidity, and the buffers that keep a plan intact when life doesn’t cooperate. ↗ 07 Retirement Planning Turn decades of earning into income that lasts — and a retirement entirely on your terms. ↗ 08 401(k) & Corporate Plans A 3(38) investment fiduciary for Utah employers — we take on the liability, design, and education. ↗
Our record

Held to a fiduciary standard — and trusted for two decades.

Two decades of referrals and results — and the people who’ll actually pick up the phone.

C

Clint Cannon

President & Founder

Founder of the firm, with two decades in wealth management. A University of Utah and BYU graduate and former Director of Research and Senior Portfolio Manager — who built a firm that puts clients first.

C

Chace Cannon

Chief Executive Officer

Translates the plan into portfolio decisions as markets and goals shift, and leads the 401(k) practice — turning complexity into answers in plain English, never a sales pitch.

J

Justin Vargas

Wealth Advisor

The advisor in the room, bringing a client-first approach to every meeting — making sure your plan reflects your life, not a template.

T

Triton Lee

CPA · Director of Strategic Tax Planning

Runs the tax side, so the tax consequence of a decision is known before it’s made — not discovered in April. The reason your investments, taxes, and estate are built by one coordinated team.

Cannon Capital Management does not use client testimonials. Advisory services offered through Cannon Capital Management, Inc., a Registered Investment Adviser; tax, bookkeeping, and payroll through its affiliated practice, Cannon Capital Tax, LLC.

The plan

One plan. Three steps. Zero pressure.

No jargon, no pressure — the shortest path from “I think we’re okay” to “we know we are.”

STEP 01

Sit down

An advisor who listens before they advise — and asks the questions no one else has.

STEP 02

Get your custom plan

Investments, tax strategy, income, and estate — built around you, with a number you can verify.

STEP 03

Live it

We execute and adjust it for life. You stop managing money and start enjoying it.

Where people start

Something just changed. Start there.

Most people don't call an advisor on a random Tuesday. They call when something happens. If one of these is you, we wrote it down for you.

01 I just sold my business The proceeds, the tax bill, and the next chapter — planned before year-end closes the good options. ↗ 02 A big equity payout landed RSUs, options, a liquidity event — the biggest income year of your life deserves more than default withholding. ↗ 03 I inherited wealth A few real deadlines, a lot of fake urgency — and a plan that keeps faith with what you were given. ↗ 04 This year is unusually big Big commissions, a banner year, a large gain — every planning lever works better right now, until December 31. ↗ 05 I'm retiring from the federal government FERS, TSP, survivor elections — you only do this once, and several choices never reopen. Plan them like it. ↗
Not ready to talk? Start reading.

Read before you're sold.

Plain-English answers from the Cannon Journal — no jargon, and nothing here is trying to sell you a product. Take what's useful. The conversation can wait until you want it.

01 Ten questions to ask before you hire an advisor How to tell, in a single conversation, who an advisor actually works for. ↗ 02 Tax planning is a season, not a scramble By April, the bill is history — it was decided by December 31. What changes it. ↗ 03 The first year after you sell your business The wire clears, and everyone has an idea for your money. The best first moves are the least dramatic ones. ↗
Read the full Journal
Your complimentary strategy

A wealth strategy built for you, and only you.

A clear, no-pressure look at your investments, your tax strategy, and your estate — always built around what’s best for you. You’ll leave with a complimentary Wealth Strategy, whether or not you ever hire us.

01

Your custom investment plan

Fee-based portfolios built around your goals — never a product off a shelf.

02

Your custom tax strategy

A plan to keep more of what you’ve earned — by design, not by accident.

03

Your custom estate plan

Your legacy protected and passed on exactly as you intend.

Request your strategy

Start with a conversation.

Tell us where to send it. An advisor — not an assistant — will reach out within one business day. Meeting us soon? See what to bring.

No spam, ever · No obligation · No pressure

✓

Request received.

Thank you. An advisor will reach out within one business day to set up your complimentary strategy.

A family looking out over an alpine lake in the Utah mountains
What it’s for

Everything you’re building is for the people standing next to you.

So we plan like it — your income, your taxes, your legacy — all measured against one question: what’s best for the life you want to leave behind.

Salt Lake City skyline beneath the Wasatch Front
Rooted in Utah

Independent, local, and here for the long run.

We’re a fee-based fiduciary firm in Cottonwood Heights — planning for Utah families, business owners, and the retirements they’ve spent a lifetime building.

Call801.566.3190
Emailinfo@cannoncap.com
Visit6768 South 1300 East, Cottonwood Heights, UT 84121
Start here

Your wealth, planned with intention.

Book your complimentary Wealth Strategy. We’ll map your investments, tax strategy, and estate plan — always around what’s best for you. You leave with clarity, whether or not you ever hire us.

→Schedule your strategy Email us