Canopy Wealth Management
-
8215 Greenway Blvd Suite 540
, Suite 540
Middleton, WI 53562 - (608) 662-9018
- Website
Hours
Chamber Rating
About
Canopy Wealth Management
Discover the many advantages we provide across the full spectrum of investing services. As an SEC-Registered Investment Advisor, we are a fiduciary and steward to our clients, always putting your needs first and always acting in your best interests. Planning focused, tax sensitive and risk aware, we provide the personalized service and support needed to accomplish your objectives.
Services
- Asset Allocation
- Asset Location and Tax Efficiency
- Cash Flow Analysis
- Education Funding
- Equity Ownership and Stock Option Advice
- Insurance Analysis
- Intergenerational Wealth Transfer
- Manager Selection
- Philanthropic Planning
- Rental Property Analysis
- Retirement Planning
- Risk Awareness
- Student Loan Analysis
- Tax and Estate Planning
- Tax Return Analysis
Questions & Answers
Q What is the phone number for Canopy Wealth Management?
A The phone number for Canopy Wealth Management is: (608) 662-9018.
Q Where is Canopy Wealth Management located?
A Canopy Wealth Management is located at 8215 Greenway Blvd Suite 540, Suite 540, Middleton, WI 53562
Q What is the internet address for Canopy Wealth Management?
A The website (URL) for Canopy Wealth Management is: https://www.canopy-wealth.com/
Q What days are Canopy Wealth Management open?
A Canopy Wealth Management is open:
Tuesday: 8:00 AM - 4:30 PM
Wednesday: 8:00 AM - 4:30 PM
Thursday: 8:00 AM - 4:30 PM
Friday: 8:00 AM - 4:00 PM
Saturday: Closed
Sunday: Closed
Monday: 8:00 AM - 4:30 PM
Hours
Ratings and Reviews
Canopy Wealth Management
Overall Rating
Overall Rating
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