Canopy Wealth Management

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Canopy Wealth Management — overview

About

Canopy Wealth Management is a US-based wealth manager and registered investment adviser. It offers investment advisory services to its clients on a discretionary and non-discretionary basis. Its services include financial planning, pension consulting, tax planning, estate planning, retirement planning, insurance planning, investment management services, and portfolio management. The wealth manager advises individuals, high-net-worth individuals, corporations, other business entities, endowments, foundations, charitable organizations, investment advisors, estates and trusts.

Canopy Wealth Management - known decision makers (20)

Position	Location	Asset Class
Associate Wealth Advisor	Middleton, US	GEN
Chief Investment & Research Officer	Scottsdale, US	GEN
Chief Operating Officer, Chief Compliance Officer	Middleton, US	GEN
Director of Client Services	Middleton, US	GEN
Director of Client Services	Middleton, US	GEN

Showing 5 of 20 known decision makers Canopy Wealth Management

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