Canon Capital Wealth Management Names New Unitholder

Canon Capital Wealth Management is proud to announce the admission of senior investment advisor Chuck Porter, Jr. to the firm as a unitholder. Porter joined Canon Capital Wealth Management in 2006 and serves as a Senior Investment Advisor specializing in serving high-net-worth individuals and families.

Porter, who joined Canon Capital Wealth Management in 2006, earned his degree in Economics with an emphasis in Personal Financial Service from Widener University. An Accredited Investment Fiduciary, Porter has also earned a Certificate in Financial Management for the Family Office from Pepperdine University’s Graziadio School of Business and Management.

“Chuck has a proven track record of client service,” said Dr. Peter Roland, managing director of Canon Capital Wealth Management and one of the founders of Canon Capital Management Group. “He exemplifies our values of acting as a trusted advisor, taking the time to learn about the needs of our clients and then developing a comprehensive service plan that acutely reflects those needs. We are pleased to welcome him as a fellow unitholder.”

Part of Porter’s success is his commitment to the community, where he makes the time to coach Souderton Area Youth Football (SAYFA), Souderton-Harleysville Youth Basketball Association (SHYBA), and baseball; as well as serve as a member of the Calvary Church Count Team.

“When I joined Canon Capital eleven years ago, I knew that this was a special company. The leadership team genuinely cares about their employees, and there is a firmwide commitment to serve our clients well and put their interests first,” said Porter. “I am extremely humbled by and grateful for this unitholder designation and the opportunity to contribute to the Canon Capital legacy of willingly investing in the things that matter. When I think about how many lives Canon Capital has touched since its founding thirty years ago, I can’t help but smile in knowing that I might be able to help carry that torch for the next thirty years.”

Based in Hatfield, Pennsylvania, Canon Capital Wealth Management provides comprehensive investment advisory, financial planning, and family office solutions to business owners and high net worth individuals. Canon Capital Wealth Management is a business unit of Canon Capital Management Group, celebrating 30 years of providing a single source of financial and business services. For more information, visit www.canoncapital.com or call 215-723-4881.