When choosing a financial advisor it’s important to find someone who is the right fit for you. We focus on getting to know our clients on a personal level so that we can best understand what they want to accomplish with their wealth. Whether you have accumulated wealth personally or through your business, our team of professionals are here to help guide you to make smart decisions to sustain and grow the legacy you created for yourself.
Here’s a look at some of the many services we provide.
In the continued effort to prevent the spreading of COVID-19, the entire Canopy 360 team will be working from home until further notice. We are prepared and fully equipped to continue providing the same level of service that you are accustomed to with little to no interruption.
Our team is closely monitoring the situation, and we will keep you up-to-date with new information that may affect you as it pertains to tax and accounting, business consulting, and wealth management.
Canopy 360’s mission is to serve you and your family. Though there is much uncertainty surrounding COVID-19, we hope you can find comfort in knowing we are here for you.