A complete list of active advisors currently associated with Canopus Wealth Management

Warmer can help you find a great advisor at Canopus Wealth Management or one who fits your needs even better.

Canopus Wealth Management (C Wealth Management LLC) provides ongoing portfolio management and financial planning services to individuals, high‑net‑worth individuals, trusts, charitable foundations and 401(k) plans. The firm manages roughly $84 million in discretionary assets and works with clients under written Investment Policy Statements, offering both discretionary and non‑discretionary management. CWM's investment approach emphasizes long‑term, asset‑allocation focused portfolios invested primarily in equity and fixed‑income securities, with a preference for lower‑cost, tax‑efficient funds and investment‑grade bonds. The firm seeks to minimize trading, fund, and tax costs, may use derivatives only sparingly for hedging, and generally implements client objectives under discretionary authority. Notably, CWM has an agreement with Financial Family Office, Ltd. to provide tax planning and compliance services to certain clients, reflecting an integrated relationship with an accounting/tax provider that is uncommon among peer advisers. The firm also uses institutional custodial services (including Charles Schwab) for trade execution and reporting, does not participate in wrap fee programs, and does not accept performance‑based fees.

To learn more about the advisors currently working at Canopus Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.