Canopy 360
Wealth Management

To manage the investments of your business, we want to get to know you and what has made your company so successful. There are many avenues to take when investing in your company and your team, some of which can save you on taxes, too. We are committed to advise you on different ways you can achieve your goals.

Here’s a look at some of the many services we provide.

Defined Benefit Plans

Defined Benefit Plans

A company pension plan in which an employee's pension payments are calculated according to length of service and the salary they earned at the time of retirement.

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Defined Contribution Plans

Defined Contribution Plans

A defined-contribution plan is a retirement plan in which a certain amount or percentage of money is set aside each year by a company for the benefit of each of its employees. The defined-contribution plan places restrictions that control when and how each employee can withdraw these funds without penalties.

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Buy-Sell Agreements

Buy-Sell Agreements

A legally binding agreement between co-owners of a business that governs the situation if a co-owner dies or is otherwise forced to leave the business, or chooses to leave the business.

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Informal Business Valuations

Informal Business Valuations

Knowing your business valuation is a critical component in the creation of a solid exit plan for your business. An accurate estimate on your business’s value provided by independent experts is vital to your future, your heirs, and any charitable plans you may have.

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Operating Hours

Monday – Thursday | 8:00 am – 5:00 pm
                              Friday | 8:00 am – 12:00 pm

Careers