Cannoles Asset Management

Cannoles Asset Management is a Dallas-Ft. Worth based fee-only wealth management firm that is located near West Arlington in the city of Dalworthington Gardens. Our mission is to assist our clients in making informed financial decisions by providing them with unbiased advice and service. We accomplish this by providing fee-only services. We do not pay or receive any type of third party commissions, referral fees, or non-financial incentives.

We specialize in helping successful individuals and families understand, organize, and manage their often complex financial situations. Our firm offers integrated financial planning and investment management services.

Our highly experienced Registered Investment Advisors provide comprehensive and quality financial planning strategies.

Our Philosophy

We’re the financial planning and investment management firm that works for you.

It’s important that our clients understand that we don’t work for a large Wall Street brokerage firm or any other corporation. What does this mean to you? Unlike advisors who work on commission, we have no quotas or cross-selling directives, and we aren’t distracted by sales meetings or conference calls with distant senior managers. We work for you, our client, on a fee basis. We’re here for one reason—to help you reach your financial goals.
The foundation of our wealth management process is to understand, organize and manage our clients' wealth. This is an ongoing, iterative process, which is continuously updated to help you achieve your financial goals.

Business Continuity/Disaster Plan

Clients are advised to contact Charles Schwab at 866-855-9102 in the case of any local disaster or event that would prevent the operation of CAM. Clients are reminded that they are provided online access to their accounts by Charles Schwab.