At Canopy Wealth Management, we take the time to truly get to know and understand the dynamics of your values, goals, and plans for your family, across lifetimes and generations, no matter how complex they may be; because no family fits a generic mold, neither should your financial plan.
Planning for your financial security includes more than just studying charts and graphs. The path you take and who you trust to keep you on that path—through the events you expect to plan for and the events no one can plan for—makes all the difference. We strive to give our clients peace of mind knowing we’re working behind the scenes to ensure the best possible outcome for their future.
Founder & Wealth Advisor
Partner & Wealth Advisor
Associate Wealth Advisor
Chief Investment & Research Officer, Arizona
Chief Operating Officer / Chief Compliance Officer
Director of Operations
Investment Operations & Client Services
Director of Client Services
Financial Planning Associate