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Our Services

How We Work

Financial planning is an essential part of building a secure financial future. At Canopy Wealth Strategies, we believe every individual, family and business deserves a comprehensive, holistic financial plan tailored to their unique needs and goals. We work with clients to help them assess their current financial situation, develop realistic goals, and create a roadmap to help them pursue these goals.

A Client-Centered Approach

A Client-Centered Approach

Whether you're just starting out on your financial journey or looking to optimize your existing wealth, we're here to support you every step of the way. Our approach is down-to-earth and relatable because we believe that financial well-being shouldn't be reserved for the elite. 

Canopy Wealth Strategies provides services in the following areas:

  • Investment Management

    Investment management is a key component of any successful financial plan. Our services are designed to help clients grow and manage their wealth in a way that is aligned with their long-term goals and risk tolerance. In addition, we focus on tax-smart holistic financial planning to ensure clients are keeping more of what they earn. Because taxes are among investors’ largest expenses in life, we believe that accounting for tax ramifications is essential to a true, comprehensive financial plan.

  • Retirement Planning

    Retirement planning is another essential aspect of financial planning. Our retirement planning services are designed to help clients plan and prepare for a financially secure retirement. We approach retirement considering factors such as Social Security, pension benefits, healthcare costs and other retirement expenses. We then work with clients to establish a plan that can help provide a sustainable income stream throughout retirement.

  • Estate Planning

    Estate planning is the process of creating a plan for the transfer of assets after death. We partner with estate attorneys to help clients create a plan that ensures their assets are distributed according to their wishes, providing both peace of mind and financial security for their loved ones.

  • Insurance Planning

    Insurance planning is another critical aspect of financial planning, as it provides financial protection for family members in the event of an unexpected death. We help clients choose the right insurance product to meet their unique needs, including life insurance, disability insurance and long-term care insurance. Our goal is to help our clients protect their financial future and ensure that their loved ones are provided for, no matter what happens.

  • Education Planning

    Our education planning services take a tax-focused approach that enables our clients to make informed decisions about providing education options for their loved ones. We help clients evaluate the costs of education, create a budget for these expenses, and integrate these expenses into their overall financial plan. We also provide guidance on how education expenses can impact cash flow, debt management and estate tax planning.

  • Tax Planning

    This can be a complicated process. Canopy Wealth Strategies is here to simplify those complexities and guide you through them. Our comprehensive tax planning and preparation services aim to minimize your taxes while making sure all required taxes are paid in a timely manner.

    We stay up to date on the latest tax laws and regulations, allowing us to provide a personalized approach tailored to your unique financial situation. We will work closely with you to understand your financial situation and goals and craft a customized strategy that works for you. With our assistance, you will make smart decisions about when, where, and how much taxes you should pay, while taking advantage of all available deductions and credits.

Personal & Comprehensive

At Canopy Wealth Strategies, we pride ourselves on providing our clients with personalized and comprehensive financial planning and investment management solutions. We offer financial services for all life’s great adventures, so contact us today to schedule a free, no-obligation consultation. Learn more about how we can help you pursue your financial goals.

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