Canopy Wealth Management

www.canopy-wealth.com

Canopy 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.

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Canopy 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.

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Country

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State

Wisconsin

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City (Headquarters)

Middleton

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Industry

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Employees

11-50

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Founded

2018

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Social

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Potential Decision Makers

  • Founder and Wealth Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Operating Officer and Chief Compliance Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Director of Client Services

    Email ****** @****.com
    Phone (***) ****-****
  • Director of Operations

    Email ****** @****.com
    Phone (***) ****-****

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