DDC

www.canopuswealthmanagement.com

Canopus Wealth Management was founded in 2017 by three professionals with investment, tax, trust, and estate planning experience.  Our backgrounds give us the expertise to provide the guidance our clients need to understand and make important financial decisions.  To provide this guidance, we work to understand your entire financial picture, including marketable and non-marketable assets as well current and future cash inflows and outflows.

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Canopus Wealth Management was founded in 2017 by three professionals with investment, tax, trust, and estate planning experience.  Our backgrounds give us the expertise to provide the guidance our clients need to understand and make important financial decisions.  To provide this guidance, we work to understand your entire financial picture, including marketable and non-marketable assets as well current and future cash inflows and outflows.

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Country

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State

Kentucky

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City (Headquarters)

Louisville

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Employees

1-10

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Potential Decision Makers

  • Vice President

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  • Chief Executive Officer

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  • President , Aiim

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  • Chief Financial Officer

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