We never stop listening — and always stand ready to guide you through changes in your goals, circumstances, and the world at large.
Our comprehensive financial planning services bring together all aspects of your financial life, from investment management, taxes, and estate planning to retirement, asset protection, and charitable giving.
We believe that your wealth can make a difference. Our internal team can help you align your spending, investing, and giving decisions with your values. From Donor Advised Charitable Trusts to gifting strategies and family foundations, we can analyze your options to make your life’s impact outlast you.
As a creator of one or more businesses, you don’t intend to rely upon 401(k) accounts as your only exit strategy. Your business is a key part of your net worth, a significant investment, and a potential source of future financial security. WealthSource can combine your business and personal life into one big picture — to empower you to make the best choices, leverage your hard work, and position you for success in every way that matters.
We believe that tax planning should be a proactive and continuous process, not something you power through in March and April. From calculating quarterly estimated tax payments to optimizing deductions and keeping you abreast of the latest tax laws, the WealthSource team can help you make tax-smart decisions.
Bryan Cannon is a CFA® charterholder who began his career in private wealth management in 2001 with Bernstein Global Wealth Management in San Francisco. Bryan has an MBA from the Kellogg School of Management at Northwestern University with majors in finance, management, and decision sciences, a master’s degree in electrical engineering from the University of Southern California, and a bachelor’s degree in electrical engineering from Duke University. He is also a former Air Force officer having served five years in space technology development and also as a White House Social Aide to the President of the United States. Bryan focuses on financial planning and investment management with particular attention to risk management, tax efficiency, and retirement planning. He is married with two children living in Park City, Utah, and spends his free time playing golf, skiing, and hiking.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
All investments include the risk of loss and nothing herein should be construed as a guarantee of any specific outcome or profit. The information described herein represents the philosophy, processes, and/or opinions of WealthSource, but may not represent the philosophy, processes, and/or opinions of or used by affiliates of WealthSource, including its Investment Adviser Representatives (“IAR”). Consequently, you should consult with your WealthSource IAR to determine the applicability of the information described herein to the specific services that are being offered to you by WealthSource. Furthermore, not all services mentioned herein are available to all clients or are offered by all IARs of WealthSource. WealthSource is not a law firm and does not provide legal advice. You should always consult with your legal and/or tax advisors to determine how any estate planning or tax planning strategies will apply to your individual situation.