Birmingham, MI Office
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Canopy Wealth Management
Team
Firm-wide stats for Canopy Wealth Management
About
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.
Based on Canopy Wealth Management
Expertise
Based on Canopy Wealth Management
Location
380 N Old Woodward, Unit 290
Birmingham MI 48009
Advisors at this office
2
Advisors at this office
Frederick M
Series 65
Birmingham, MI
Canopy Wealth Management
Frederick Moosherr is a financial advisor at Canopy Wealth Management in Birmingham, MI, holding a Series 65 designation with one year of industry experience. Prior to joining Canopy, he worked at Hebbia and held roles at Luma Language Inc., Mour Inc., and Deloitte. Canopy Wealth Management serves individuals, retirement plans, trusts, and other entities, managing approximately $1.47 billion in client assets. The firm emphasizes individualized investment policy statements, asset allocation, and quantitative tools, offering portfolio management and comprehensive financial planning services.
Reyn E
Series 65
Birmingham, MI
Canopy Wealth Management
Reyn Eichenlaub is a financial advisor at Canopy Wealth Management in Birmingham, MI, holding a Series 65 designation with three years of industry experience. His prior work includes roles at Weber Inc and Michigan Bucks. Canopy Wealth Management serves individuals, retirement plans, trusts, and other entities, managing approximately $1.47 billion in client assets. The firm provides portfolio management, comprehensive financial planning, and ERISA 3(21) retirement plan advisory services, using quantitative tools and a range of investment vehicles to construct individualized portfolios.
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