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Discover the many advantages we provide across the full spectrum of investing services. As an SEC-Registered Investment Advisor, we are a fiduciary and steward to our clients, always putting your needs first and always acting in your best interests. Planning focused, tax sensitive and risk aware, we provide the personalized service and support needed to accomplish your objectives.

Canopy Wealth Management — Care. Competence. Clarity.
LATEST BLOG:

Canopy Wealth Establishes Its Roots

August 16, 2018 - Canopy Wealth Management opens its doors ...

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OUR APPROACH

PLANNING
STRATEGIES

We believe planning and patience are the key to long-term performance. We help our clients maintain the discipline needed to adhere to their plan.

DISTRIBUTION
STRATEGIES

We believe that properly constructed distribution strategies are the primary driver for successful retirement.

TAX
EFFICIENCY

We believe successful investing can only be achieved when performance is viewed through the lens of overall tax consequences.

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RISK
AWARENESS

We believe investors should only take as much risk as is necessary to achieve their unique financial goals and objectives.

LET’S HAVE A CONVERSATION

WEALTH
PLANNING

PORTFOLIO
MANAGEMENT

TAX AWARE
INVESTING

RETIREMENT
PLANNING