Broker Check


Welcome to our blog, where we provide informative and engaging content on a variety of topics. Our team is passionate about sharing their knowledge and experience with you, and we're committed to providing high-quality content that educates, entertains, and enriches your life. So, whether you're looking for tips, insights, or just a good read, we invite you to explore our blog and discover something new today.

Monday, April 15, 2024

Discover the vital partnership between CPAs & Financial Advisors in achieving financial goals. From tax efficiency to wealth growth, they're key players in your financial journey.

Wednesday, February 14, 2024

We asked Anna Lacy, our intern, to share her thoughts about the importance of financial knowledge and independence, especially as she readies herself for a new chapter as a Freshman at the University of Texas in Austin beginning this fall.

Monday, December 4, 2023

When you work with a licensed professional conducting tax planning throughout the year, together we become more purposeful in your holistic wealth management.

Tuesday, September 5, 2023

If the roadmap to estate planning eludes you, Canopy Wealth Strategies stands ready. Step one involves taking an inventory of your assets, identifying your goals, and going through the mental exercise of what you want your legacy to be.  

Wednesday, August 16, 2023

As your income and responsibilities grow, so does the need to protect what you've achieved. It’s human nature to protect what we build, so proper risk management is a crucial aspect of financial planning...

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Monday, July 24, 2023

Change is a natural part of growth and progress. In the world of wealth management and financial planning, the ability to adapt and evolve is essential to meet the ever-changing needs of clients. With great excitement, we are thrilled...