Insights for every stage of life Private Wealth Management

Wherever you are in your personal or professional life, our team is dedicated to having a meaningful impact on your entire financial world. We’re committed to each generation of your family, offering a disciplined process focused on planning, liquidity management, complex lending and family office services.

As a Private Wealth Management team, we offer the access and advice that is essential to your family’s life and legacy.

The Cannon Wealth Management Group


phone

858-947-7034



phone

855-234-4850





address

12220 El Camino Real
Suite 400
San Diego, CA 92130



Blair Cannon has been recognized as an industry leader

  • Forbes Best-in-State Wealth Advisors, 2019, 2020

The exclusive resources of Private Wealth Management

With the attention of a boutique family office and the resources of one of the world’s leading wealth management firms, our advice and services look well beyond your investment needs.

Multi-generational families

Managing wealth spanning many generations requires a careful approach. Your Private Wealth Advisor has experience and strategies to help address these challenges.

Trust and estate planning strategies

UBS' trust and estate planning specialists help you navigate the complexities of wealth preservation and transfer while integrating your legacy goals into your overall estate plan.

Preparation for the next generation

UBS' popular Young Successors Program, can help prepare your children and grandchildren to take on the reins or create their own entrepreneurial legacies.

Philanthropy

From implementation to governance to ongoing oversight, we offer comprehensive advice to help you define and truly realize your unique charitable vision.

Entrepreneurs

Your Private Wealth Advisor can introduce you to the right investment relationships as well as to innovative yet pragmatic solutions.

Pre- and post-sale planning

When it's time to exit a business, we can help from the initial stages of assessing ownership structures to evaluating financing solutions to facilitating the sale in accordance with your goals.

Succession and estate tax planning strategies

The decision to exit a business is often very personal and complex. Using efficient tax structures, such as trusts and philanthropic vehicles, we can facilitate your wealth preservation and legacy goals.

Business community network

We can give you access to key specialists in private equity, M&A advisory services as well as third-party referrals within the industry and our Private Wealth Management community.

Corporate executives

Your Private Wealth Advisor brings discipline and strategic planning during your wealth-building years as well as when the time comes to transition out of corporate life.

Equity awards management

We provide sophisticated planning and tax strategies for corporate executives looking to maximize the value of substantial compensation packages.

Concentrated stock and risk management

We can help you address the risk of concentrated stock as well as your cash flow and liquidity needs.

Life transitions and your wealth

As you approach retirement or take on a more active role in charitable pursuits, we can help you manage the transition with confidence.

Services at work on your behalf

Wealth planning

  • Wealth structuring
  • Trusts
  • Wealth transfer strategies
  • Estate planning strategies
  • Income tax
  • Charitable planning
  • Gifting
  • Estate tax funding
  • Retirement planning
  • Insurance and income protection

Family Advisory

  • Educational programs
  • Family governance
  • Family meeting facilitation
  • Family office governance

Philanthropy

  • Philanthropy strategy and governance
  • Mission-aligned investing
  • Strategic giving vehicles
  • Global philanthropic community

Services at work on your behalf

Tailored investment solutions

  • Investment advisory
  • Asset management solutions
  • Capital markets
  • Alternative investments
  • Portfolio analysis and simulation
  • Risk management strategies
  • Concentrated stock services
  • Stock option strategies
  • Restricted securities

Credit and liquidity solutions

  • Mortgage solutions
  • Securities-based lending
  • Real estate financing1
  • Asset-based financing1

Global Research

  • CIO Wealth Management Research
  • Investment Bank Research

Services at work on your behalf

Corporate finance advisory

  • Sector/industry expertise
  • Review of strategic options
  • Capital raising (debt and equity)
  • Buy and sell side M&A
  • Leveraged finance

Institutional capabilities

  • Equities
  • Fixed income
  • Foreign exchange and precious metals
  • Family office coverage

UBS Financial Services Inc., its affiliates and its employees do not provide tax or legal advice.
Clients should seek advice based on their particular circumstances from an independent tax or legal advisor.

 

Goals-based approach

Liquidity. Longevity. Legacy.

Our approach starts with questions and a discussion that help us focus on what’s really important to you. Then, we can help you organize your financial life into three key strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Liquidity

To help maintain your lifestyle

This strategy helps you manage cash flow for near-term expenses. It can give you the confidence to fund short-term needs regardless of the markets, and helps reduce the likelihood of making impulsive investment decisions during periods of market volatility.

  • Entertainment and travel
  • Taxes
  • Purchasing a home
Longevity

To help improve your lifestyle

This strategy includes the resources you’ll need over the course of your life. It can help you gain confidence in your future by allowing you to shift your focus to meeting long-term goals rather than trying to outperform the markets.

  • Retirement
  • Healthcare and long-term care expenses
  • Second home
Legacy

To help improve the lives of others

This strategy includes all of the resources for needs that go beyond your own. Having a Legacy strategy can boost your confidence by reframing risk based on specific legacy goals and longer timeframes.

  • Giving to family
  • Philanthropy
  • Wealth transfer over generations

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Al investments involve the risk of loss, including the risk of loss of the entire investment.

Our wealth management process

1The products and services described are provided by the firms mentioned herein and not by UBS Financial Services Inc. or its affiliates (“UBS”). UBS does not act as your client’s Financial Advisor in connection with the referral to the firms mentioned. UBS makes no representations or warranties with respect to any product or service offered by the firms mentioned, and UBS will have no input concerning such products and services. UBS and the firms mentioned are independent of each other and do not have an agency, partnership or employment relationship, and UBS may not act for or bind the firms mentioned in any manner. All applications or requests for products or services must be made directly with the firms mentioned and are subject to their internal review and approval process. The firms mentioned will compensate UBS for any referrals. UBS Financial Services Inc. (UBSFS) may not make referrals to Social Finance, Inc. (SoFi) for consumer loans for borrowers domiciled in the states of Maine, North Dakota, Rhode Island and Vermont. There may be limitations on UBSFS’ ability to make referrals to SoFi for borrowers in the District of Columbia and in the states of Wisconsin, Connecticut, Massachusetts, New Hampshire and New Jersey.

This program description is non-binding on any UBS company and is intended as an outline only for discussion purposes, is not a loan commitment or commitment to lend by any UBS company and does not purport to summarize all the conditions, covenants, representations, warranties, defaults and other provisions that would be contained in the definitive credit documentation.

The RMA is a brokerage account with UBS Financial Services Inc., a registered broker-dealer and a Member of the Securities Investor Protection Corporation (SIPC), which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). Explanatory brochure is available upon request or at sipc.org. The RMA account provides access to banking services and products through arrangements with affiliated banks and other third-party banks, and provides access to insurance and annuity products issued by unaffiliated third-party insurance companies through insurance agency subsidiaries of UBS Financial Services Inc.

Our perspectives

Insights

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