Canopy Wealth Management
www.canopy-wealth.comCanopy Wealth Management is a fee-based firm that adheres to the highest fiduciary standards, providing our clients with advice that is truly unbiased. We are an independent wealth management firm providing customized portfolio management and wealth planning services for clients in all phases of life. Our advisors always put client needs first and have helped them achieve long-term financial success and security.
Read moreCanopy Wealth Management is a fee-based firm that adheres to the highest fiduciary standards, providing our clients with advice that is truly unbiased. We are an independent wealth management firm providing customized portfolio management and wealth planning services for clients in all phases of life. Our advisors always put client needs first and have helped them achieve long-term financial success and security.
Read moreCountry
State
Wisconsin
City (Headquarters)
Middleton
Industry
Employees
11-50
Founded
2018
Social
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Founder and Wealth Advisor
Email ****** @****.comPhone (***) ****-****Chief Operating Officer and Chief Compliance Officer
Email ****** @****.comPhone (***) ****-****Director of Client Services
Email ****** @****.comPhone (***) ****-****Director of Operations
Email ****** @****.comPhone (***) ****-****
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