Wasatch mountains at sunset above the Salt Lake valley
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 Book a time Call 801.566.3190

Fee-based, never commissioned · Cottonwood Heights, Utah

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60+
Years of Experience
2008
Fiduciary Since
0
Products We Sell
Fee-based
Never Commissioned
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

The investments that pay them the most

Most advisors recommend from a lineup their own firm profits on. You are rarely told which products pay them, or how much.

Cannon Capital

Investments chosen because they fit you

We hold no products and earn no commissions. We never have. The only thing we are paid for is advice.

02
The Salesman

A fiduciary only where it suits them

Most firms hold an advisory registration and a broker-dealer, then run the profitable business through the broker side. The promise covers a carve-out, not your whole account.

Cannon Capital

One standard, on everything

A registered investment advisor and nothing else. Not dually registered. There is no second hat, and no carve-out.

03
The Salesman

A plan you have seen before

You probably already have a plan. The trouble is it is the same one everyone else was handed, with your name on the cover.

Cannon Capital

A plan that would not fit anyone else

Built around your income, your tax position, your family and your timeline — because those are the only variables that matter.

04
The Salesman

The weight of working it out alone

You earn well, and you know you should be doing something with it. There is no time to organize it, no obvious place to start, and the tax bill grows either way.

Cannon Capital

One team who carries it with you

Investments, tax strategy, income and estate — coordinated at one table, by people who answer the phone four decades in.

There is a fifth one nobody says out loud: I am smart enough to do this myself. We answered that one straight →

Snow-capped Wasatch range under a moody sky
The stakes

Investing is the foundation. A foundation is not a house.

Investing is where a plan starts, not where it finishes. Tax strategy and legacy are what make it stand up, and any one of the three alone leaves the other two to the defaults — fees you were never shown, a tax bill nobody planned, an estate your family untangles without you. Built together, they hold. Built apart, the plan is unfinished and you find out late.

01

Investing — the foundation

Portfolios built around your goals, not a sales quota. Necessary, and on its own not sufficient.

02

Tax strategy — the structure

A year-by-year strategy to keep more of what you’ve earned, coordinated with how the money is actually invested.

03

Estate & legacy — the roof

Passing what you built to the next generation intact. The part almost everyone leaves for later.

What we do

No products. No commissions. No second agenda.

Every one of these is advice we are paid for directly. None of them earns us a commission, because there is nothing here to sell you.

01 Wealth Management & Investing 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 Estate & Legacy Planning Pass on what you’ve built — to your family, your charities, your causes — exactly as you intend. ↗ 04 Business & Exit Planning For founders: structure, timing, and the after-tax result of a sale — planned long before the letter of intent. ↗ 05 Risk & Cash Flow Insurance, liquidity, and the buffers that keep a plan intact when life doesn’t cooperate. ↗ 06 Retirement Planning Turn decades of earning into income that lasts — and a retirement entirely on your terms. ↗

We also serve Utah employers on their corporate retirement plans. See our 401(k) and corporate plan work →

Our record

A fiduciary by regulation — and by choice, for four decades.

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

Clint Cannon, President and Founder of Cannon Capital Management

Clint Cannon

President & Founder

Founder of the firm, with four 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.

Chace Cannon, Chief Executive Officer of Cannon Capital Management

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.

Full bios, and the people behind the advisors who make the service what it is. Meet the whole 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.

We're transformational.
They're transactional.
Clint Cannon · President & Founder

Most of this industry is built around a transaction — the product sold, the commission earned, the relationship over. We are looking for the other thing: an enduring relationship, measured in decades, where the only way we do better is if you do.

The plan

A process, not a timeline.

Four stages, not a calendar. Some clients move through two of them in a single sitting; the fourth one never ends.

STEP 01

Discovery and alignment

We map what you actually own, what it costs you in tax, and what you want it to do — before anyone recommends anything.

STEP 02

Integrated plan design

Investments, tax strategy, income and estate designed as one plan, because decisions in each one move the others.

STEP 03

Implementation coordination

We do the moving parts — custodians, accounts, transfers, and the coordination with your CPA and attorney.

STEP 04

Ongoing review and adaptation

Tax law changes, markets change and your life changes. The plan is re-examined and adjusted against all three.

Where people start

Whether something just changed — or nothing has.

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. ↗ 06 Nothing has happened — I just earn well The most common one, and the one nobody writes about. Four hypothetical scenarios showing what the work actually looks like. ↗
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.

Pick a time

Skip the wait. Book it now.

Choose a time that already works on the calendar and it is confirmed the moment you click. No waiting on a callback.

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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
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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.

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