Paradise Valley, AZ 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
Paradise Valley AZ
Advisors at this office
1
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