30+ Years of Leadership Experience
Personal, Independent Wealth Management
Wealth and asset management services for individuals and families.
Who We Serve
We empower individuals and families with comprehensive wealth and asset management services.
We serve those who deserve more than conventional approaches. Since no one can fund every financial goal simultaneously, we help you strategically allocate resources among competing priorities to achieve what matters most.
Professionals
Business Owners
Multi-Generational Familes
Dedicated Savers
People We Like
What We Do
Core Focus
Investment Management
We invest to protect and grow your wealth while staying disciplined across market cycles.
Core Focus
Financial Planning
We plan and help you tackle the tedious challenges of building and managing your wealth.
Core Focus
Tax Strategy
We strategize every decision through a tax lens to grow your wealth more efficiently.
Core Focus
Ongoing Relationship
We build your trust as a decision partner through multigenerational relationships and advice.
Care. Competence. Clarity.
What Makes Canopy Different?
As an independent firm, we provide fiduciary guidance focused solely on our clients’ best interests.
We believe big banks and large firms fail to provide the personalized attention you deserve, and that their conflicts of interest can prevent them from putting clients first. That's why we created Canopy: to deliver personalized wealth management and disciplined oversight to protect and grow your wealth.
Genuine Care
We don’t do things the easy way—we do them the right way. Where others take shortcuts, we dig deeper. Our promise is that you will never meet an advisor who genuinely cares about your family’s financial success more than we do.
Relentless Competence
Our team is committed to continuous education and innovation in wealth management. We never stop refining our craft—constantly studying strategies and human behavior to improve outcomes.
Simplified Clarity
Great advice should change behavior. We always bring the discussion back to the solution which is simplest, most efficient and most effective for you. We don’t ask you implement solutions unless you fully understand and believe in it.
Our Services
Investment Management
Portfolio Design & Management
Tax Strategies
Equity Comp: RSUs, ISOs, NSOs
Financial Planning
Retirement Income
Financial Planning
Wealth and Estate Planning
Investment Management
Alternative Investments
Financial Planning
Succession Planning
Financial Planning
Cash Flow & Lifestyle Planning
Investment Management
Concentrated Stock Strategies
Investment Management
Education Funding
Tax Strategies
Charitable Giving Strategies
Tax Strategies
Tax Planning & Coordination
Financial Planning
Risk Management
Get Started
Step 1
Step 2
Step 3
Step 1
Get to Know Each Other
- We talk through your goals, questions, and current situation
- You share the big pieces: income, savings, benefits, what’s on your mind
- You get a sense of how we think, how we work, and how we help people like you
Step 2
Analyze Your Situation
- We review investments, fees, and tax impact
- We show you what’s working, what’s not, and how we’d improve things
- You get a clear picture of the value we can add — before making any commitment
Step 3
Onboard With Confidence
- We connect your accounts and build your full financial plan
- Your investments, cash flow, and tax strategy get aligned
- You walk away knowing what’s happening, why, and what comes next
FAQ
Does your initial meeting carry a fee?
Where do you service clients?
What if Canopy ends up being the wrong fit?
How often will we meet or hear from you?
How does Canopy charge for its services?
What’s included in your fee?
Who do you typically work with?
What types of clients do you usually work with?
Do you manage investments or just give advice?
How does the planning process work?
Where are my assets held?
What happens if markets decline?
Do you have an account minimum?
What should I expect for returns?