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

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

Canopy Wealth Management serves individuals, high-net-worth clients, retirement plans and other institutional accounts, offering continuous portfolio management, financial planning (both standalone and an ongoing subscription model), and ERISA 3(21) retirement-plan advisory services. The firm reports managing approximately $1.15 billion in client assets, the majority on a discretionary basis. Canopy develops individualized investment policy statements after assessing objectives, risk tolerance and time horizons, and applies asset-allocation frameworks (including mean-variance optimization) alongside fundamental, technical and quantitative analysis to guide portfolio construction and rebalancing. The firm also integrates held-away account review and rebalancing via third-party aggregation platforms (for example, Pontera) to include external retirement-plan participant accounts in its advice without taking custody. Canopy publishes periodic newsletters and periodically offers educational seminars and workshops for clients and prospects, activities the brochure describes as educational rather than sales-driven. The firm uses third-party services for specific operational functions—such as held-away account connectivity and class-action recovery monitoring—which expands its advisory capabilities beyond typical portfolio management.

To learn more about the advisors currently working at Canopy 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.