About Wisconsin

Client Login

(608) 662-9018

(248) 663-7505

Home
About Us
- Our Mission
- Useful Links
Wealth Management
Disclosures
Resource Center
Tools
- Glossary
- Tax Resources
Contact

Contact

Office: (608) 662-9018

8215 Greenway Blvd

Suite 540

Middleton, WI 53562

info@canopy-wealth.com

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Form CRS Privacy Policy ADV Disclaimer