Call, write, or put time on the calendar — whichever suits you. The first conversation is complimentary, and it is a conversation, not a pitch. You will not be handed off to a salesperson, because there isn't one.
All three land with the same team in Cottonwood Heights. Nothing routes to a call centre.
The fastest route. If nobody picks up, leave a message — a person from the office returns it, not an automated system.
Read daily by the firm's leadership. Write as much or as little as you like; a sentence about what prompted you to get in touch is plenty to start.
Pick a time that already works for you and skip the back-and-forth. Open the calendar, or see what to bring first.
We meet clients here, and we have done for the better part of two decades. Meetings by video work just as well if the drive is not convenient.
A small, named team — not a rotating queue. Clint Cannon, Chace Cannon, Justin Vargas and Triton Lee are all on the team page, with their credentials and their backgrounds.
Your documents, statements and plan live in the client portal. For anything account-related, the phone number above is the quickest path.
We ask what you are trying to do and what is worrying you. You ask us anything you like, including how we are paid.
Sometimes the honest answer is that you do not need us, or not yet. We would rather say so than sign you up. Our philosophy page sets out when managing your own money is genuinely the right call.
There is nothing to buy in the first meeting. We are fee-only: no products, no commissions, and nobody here earns more by steering you one way over another.
Cannon Capital Management, Inc. is a Registered Investment Adviser. Getting in touch does not create an advisory relationship, and nothing on this page is investment, tax, or legal advice.
Bring a question, bring a folder, or bring neither. The first meeting is complimentary either way.