Money can be complicated, often emotional. After nearly 20 years of financial planning, we've learned the importance of acknowledging the humanity of finances. It can be overwhelming.... which is why we help.  

Your dreams are unique and deserve a tailored approach to reaching them.  You’ve worked hard to get where you are. We honor that hard work and want to help you go farther.

We understand that you have options when choosing a planning firm, which is why we differentiate ourselves with the concept of 'more'. Offering more value, knowledge, support, touch points, access and resources. Our clients love this about us and we believe you will, too.

Come experience the exceptional way that we serve and care for our clients.  The Canopy team is grateful for the opportunity to earn your business and would be honored to serve as your guide.

Canopy Capital Strategies

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