Canopy Wealth Management
Finance · Wisconsin, United States · 11-50 Employees
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Overview
Headquarters
8215 Greenway Blvd Ste 540, Middleton, W...Phone Number
(608) 662-9018Website
www.canopy-wealth.comRevenue
<$5 MillionIndustry
About Canopy Wealth Management
Canopy Wealth Management offers personalized, independent wealth and asset management services tailored for individuals and families. They focus on empowering clients, including professionals, business owners, multi-generational families, and dedicated savers, by providing comprehensive financial strategies and disciplined investment management. With over 30 years of leadership experience and more than $1 billion in assets under management, Canopy emphasizes fiduciary guidance and a commitment to clients' best interests. Their services include investment management, financial planning, and tax strategy, ensuring a long-term partnership built on trust and clarity.Explore more
Canopy Wealth Management Org Chart
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Canopy Wealth Management offers personalized, independent wealth and asset management services tailored for individuals and families. They focus on empowering clients, including professionals, business owners, multi-generational families, and dedicated savers, by providing comprehensive financial strategies and disciplined investment management. Wi... Read More
