Peter Roland - This email address is being protected from spambots. You need JavaScript enabled to view it.

 

Managing Director, Canon Capital Wealth Management and Family Office Services

A founder and managing director of an integrated client focused financial services group consisting of a certified public Accounting firm, a wealth management firm, a payroll service company, and a computer solutions firm. Canon Capital Management Group has been serving their clients since 1987.

Peter serves as an independent fiduciary and places his clients’ best interest first and foremost. As a fiduciary he is able to utilize his financial experience to bring together and manage teams of individuals with the required talents and skills to best meet the needs of the client.



Specialized Services performed by Peter include:



** Investment fiduciary educational programs for charitable organizations as well as corporate boards and groups, retirement plan investment committees, CPA’s and attorneys.



** Retirement plan consulting and fiduciary governance



** CEFEX fiduciary assessments and certifications based on ISO standards



** Investment, tax, and financial management services for individuals and organizations 



** Family Office Consulting



** Expert witness/consulting pertaining to financial and investment fiduciary matters 



** Business consulting focused on managerial finance and accounting systems




Peter is proud to be a member of the team of professionals at Canon Capital Management Group, LLC, which provides integrated financial services and consulting delivered on a sincerely personal level.

Peter also serves as an Adjunct instructor in the Graduate Master of Business Administration program at DeSales University, teaching various finance and accounting courses.