Founded in 2011, Canopy Wealth Management is an independent wealth advisory firm that serves as a fiduciary for its clients, who are primarily high-net-worth individuals, families, and business owners. The company focuses on a holistic approach to wealth management, integrating financial planning, investment management, and tax strategies to help clients achieve their long-term financial goals. Their mission is to provide objective, customized, and client-centric advice, free from the conflicts of interest often found in larger financial institutions.

Founded in

United States