Porter Promoted to Co-Director of Wealth Management at Canon Capital

Canon Capital Management Group is proud to announce the promotion of Chuck Porter, Jr. to Co-Director of Wealth Management. Porter joined the Harleysville, PA-based financial and business services firm in 2006, working as a Senior Investment Advisor specializing in serving high-net-worth individuals and families. In 2018, he was admitted to the company as a shareholder.

Porter will serve alongside co-director Patricia Webb in developing strategic initiatives, guiding the delivery of exceptional client service, and fostering continued growth for the Wealth Management unit.

“We couldn’t be more thrilled to welcome Chuck into this new, well-deserved role,” said Webb. “With his exceptional expertise and unwavering commitment to our clients, I am confident that his passion for our company’s success will bring new dimensions to our team and further elevate our standards.”

Porter is an Accredited Investment Fiduciary who earned a degree in Economics with an emphasis in Personal Financial Service from Widener University. Porter also earned a Certificate in Financial Management for the Family Office from Pepperdine University’s Graziadio School of Business and Management.

"As I step into this new role, I'm deeply committed to ensuring that our firm is positioned not only for growth but for sustained success over the long haul. I could not have reached this milestone without the unwavering support and dedication of our remarkable team of advisors and support staff. Together, we are poised to achieve great things, and I'm excited to continue serving you with the same level of commitment and care,” said Porter. "I also want to assure my clients that this promotion doesn't equate to a change of advisor for them. I remain dedicated to serving in an advisory capacity, just as before."

Based in Harleysville, 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, a single source of financial and business services. For more information, visit www.canoncapital.com or call 215-723-4881.