What We Do
Are You Confident With Your Plan?
Are you on-track for retirement?
Are you invested properly?
Are you optimizing taxes?
Individuals We Work With
High-Income Professionals
Dedicated Savers
Multi-Generational Families
Inherited Wealth
Accountants
Early Tech Employees
Attorneys
Tech Executives
Physicians
Entrepreneurs
Business Owners
Corporate Executives
High Earners
Sales Leaders
High Net-Worth
And more...
Planning For Life’s Stages
Growing Years (22-54)
Designing strategies to maximize wealth accumulation and protect young families. professionals, and business owners.
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Transitioning Years (55-69)
Guiding key decisions around retirement, taxes, and income to turn years of saving into long-term financial security.
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Aging Years (70+)
Optimizing withdrawals, taxes, and legacy planning to preserve wealth, support your lifestyle, and simplify financial decisions.
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
Public diversification
We provide a diverse range of investment solutions tailored to help clients choose the optimal balance between risk and return based on their financial goals, risk tolerance, and individual circumstances.
Equities
We pursue long-term capital appreciation and income through a diversified portfolio of U.S. and international equity securities, selecting top-tier funds with proven track records of strong earnings, consistent dividends, and competitive fees.
Fixed Income
We aim to deliver competitive risk-adjusted interest income by investing across a broad spectrum of fixed income securities, while also prioritizing capital appreciation and preservation.
Access to alternative investments
Our investment approach balances proven strategies with exclusive opportunities to drive long-term, diversified outcomes—recommending only what aligns with your goals and comfort level.
Private Equities
Global access to co-investments, secondaries, and primaries through carefully selected institutional-quality funds.
Private Debt
Floating-rate senior loans focused on income and low duration through specialized credit opportunity funds
Private Real Estate
U.S. farmland and alternative-use land offering income, inflation protection, and long-term growth potential
Muni Money Market Funds
Tax-advantaged liquidity with competitive yields through high-quality municipal money market investments
High Yield Cash Management
FDIC-covered accounts with seamless integration through trusted cash management providers
*The offerings listed above represent a curated selection of alternative investments and cash management solutions that may be available to eligible clients. Additional options may be available depending on your goals, risk profile, and account type. Access to these strategies is subject to client suitability, accreditation status, and overall investment objectives. Alternative investments may involve unique risks, including limited liquidity, reduced transparency, and the potential for loss of principal. They are not FDIC-insured and may be subject to different regulatory oversight than traditional investments. These examples are provided for informational purposes only and do not constitute a recommendation. Please consult with your advisor for a comprehensive overview of available strategies and to determine whether they align with your financial plan and long-term goals.
Over 30-year retirements, short-term market moves are irrelevant. What matters is asset allocation, diversification, and staying invested.
Ernie Moosherr, MBA, ChFC®
Founder, Canopy Wealth Management
Navigating Your Wealth
Prepare
Wealth Needs Attention
You're building a career, raising a family, and managing a hundred moving pieces. Your finances deserve real attention, but here's the reality: most of us spend more time planning our next vacation than mapping out our financial future.
Maintain
Objectivity isn’t easy
Objectivity is hard with your own money. Even the smartest investors have blind spots. Emotions, market noise, and natural biases can influence our decisions in ways we don't always see. We bring a disciplined, outside perspective to help you stay on track and avoid decisions you might regret later.
Navigate
Guessing isn’t good enough
Evolving markets constantly create "decision moments" that can feel urgent and unsettling. With a research-driven plan and ongoing guidance, you can navigate these moments with confidence instead of fear.
Safeguard
Complexity creates risk
Taxes, equity compensation, retirement withdrawals, estate planning—the details matter more than most people realize. We anticipate what's coming, handle the complexity, and give you clarity when decisions feel overwhelming.
How We Compare
Big Banks & Financial Institutions
Robo Advisors
Alignment of incentives
Fiduciary and independent; No product sales or commissions
Incentivized to sell you products
Built to keep your money on their platform
Investments
Low-cost portfolios built around your life
In-house products that often cost you more
Automated ETF models; One-size-fits-most
Planning depth
Full financial planning. Taxes, retirement, cash flow, and more
Planning is often secondary to investments
Limited planning; Simple projections only
Decision support
Ongoing human guidance that helps prevent costly behavioral mistakes
Depends on who you get and how often they check in
Easy to override during stress or set up incorrectly
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