As an independent, fee-only firm specializing in customized investment portfolio management, tax-aware wealth planning, and personalized client service, we’re a steward along your financial journey—from accumulation to distribution—because you deserve more than a run-of-the-mill experience.
We’re a fiduciary. In the simplest of terms, this means we exceed even the highest industry standards and honor our ethical duty to put your best interests first, while committing to full transparency in all we do.
We don’t chase commission, and we’ll never back gimmicks or instruments that chase single-day returns or put your long-term goals at risk.
No cloak-and-dagger policies here. Whether you prefer only the high-level information or enjoy the minutiae of the planning process, we’ve invested heavily in client-friendly software so your assets and plan progress are available to view in one place, at any time.
Headlines, fear, and ‘timing the market’ never drive our approach to investment planning. Instead, we rely on the principles of asset allocation, diversification, and strategic portfolio rebalancing to ensure alignment with your long-term plan.
Goals, dreams, concerns, fears--lay them on us. Nothing is too big or too small to include in your planning conversation.
You have plenty to focus on already. We regularly monitor your portfolio—from processing trades and distributions, to tax-loss harvesting, to balancing asset allocation targets—so you don’t have to.
Sometimes, you don’t know what you don’t know. That’s when we tap into our decades of financial experience and ongoing education to explore what’s working well, what can be optimized, and what new approaches or solutions might be right for your plan.
It’s all about you! We’re honored to be a trusted partner on this path, so lean on us for expert insights, clear and actionable plan design, diligent investment management, and a client service experience that’s second to none.
Canopy Wealth Management was officially founded in 2018 by Ernie Moosherr (Michigan team) and Eric Raether (Wisconsin team), followed by an expansion west when Chad Wing founded the Arizona team in 2021. The origin of this firm, however, dates back 15 years when we started a study group for like-minded financial advisors at our previous firm. We’d each built practices focusing on wealth management rather than insurance products, and felt called to create a platform for fellow investment specialists to share in both business & personal growth while prioritizing a fiduciary approach with clients. Needless to say, after years of building a relationship based on trust, respect, and friendship, we were thrilled for the opportunity to unite our teams and launch Canopy Wealth; a practice that truly aligns everything we value.
Founder & Wealth Advisor
Partner & Wealth Advisor
8215 Greenway Blvd Suite 540 Middleton, WI 53562
Phone: (608) 662-9018
Mon-Thu: 8:00 AM - 4:30 PM Fri: 8:00 AM - 4:00 PM
380 N Old Woodward Ave Suite 290 Birmingham, MI 48009
Phone: (248) 663-7505
7659 E Pinnacle Peak Rd Suite 100 Scottsdale, AZ 85255
Phone: (602) 808-1414
Mon-Fri: 8:00 AM - 4:30 PM
Call or email today!
Phone: (800) 210-6203
We create strategies that are tailored to your needs and goals.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Trust. Honesty. Integrity. We believe values matter and strengthen our communities.
Years of experience have prepared us to guide you through your life transitions.