Broker Check

How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Learn more
Our Team

Our Team

At Canopy Wealth Strategies, we understand that financial planning is not a one-size-fits-all solution. That’s why we take a collaborative approach to creating customized financial plans that meet each client's unique needs.

Go to Our Team
Our Services

Our Services

Ready to take control of your finances? Let our experienced team guide you toward a brighter financial future. From saving for college to planning for retirement, we provide the support and guidance you need to make informed decisions at every stage of life.

Go to Our Services
Our Approach

Our Approach

We’re committed to providing high-touch, relational service that’s tailored to individual client needs. From the moment you walk through our doors, you’ll receive personalized attention and expert guidance from our team of experienced financial advisors.

Go to Our Approach
Empowering Your Financial Future

Empowering Your Financial Future

At Canopy Wealth Strategies, we believe our clients are at the heart of everything we do. Your financial well-being and success are our top priorities. That's why we take a personalized approach, understanding that each individual has unique values, priorities, and aspirations. We are here to help you create a financial plan that aligns seamlessly with your life goals.

Collaborating for Financial Success: Our Approach to Partnership

Collaborating for Financial Success: Our Approach to Partnership

Our tax-smart, client-centered approach sets us apart from other firms. We work hand-in-hand with tax professionals to provide clients with tax-smart investment advice, which means that we’re focused on maximizing your investment returns and minimizing the impact of taxes on your investments. This collaborative approach ensures that all aspects of your financial situation are considered, including tax implications and estate planning.

Your Tax-Smart Financial Start.

Your Tax-Smart Financial Start.

The path to financial success isn’t always straightforward. We’re here to help you navigate the twists and turns along the way. Let us work with and empower you to take control of your financial future.

We've Got You Covered.

Let us help you create a roadmap to pursue financial success that aligns with your values and goals.

Tell Us How We Can Help You Today

Thank you!
Oops!