Canopy 360
Wealth Management

Estate planning is the process of anticipating and arranging, during a person's life, for the management and disposal of that person's estate during the person's life and at and after death, while minimizing gift, estate, generation skipping transfer, and income tax.

Financial Planning

Financial Planning

Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your goals in life.

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Estate Planning

Estate Planning

Estate planning is the process of anticipating and arranging, during a person's life, for the management and disposal of that person's estate during the person's life and at and after death, while minimizing gift, estate, generation skipping transfer, and income tax.

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Insurance Reviews

Insurance Reviews

Life insurance is different than any other kind of insurance. Someone – the policyholder, their loved ones, their business, a charity – will ultimately receive a benefit. Your investment isn't a back-up plan ... it's a definite plan. We can audit your current policies to see if they are built to accomplish what you purchased them for.

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Wealth Management

Wealth Management

Wealth management is a high-level professional service that combines financial and investment advice, accounting and tax services, retirement planning and legal or estate planning for one set fee.

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Contact Us

Operating Hours

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

Careers