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Canopy 360
Wealth Management

Who We Are

Canopy 360 Wealth is about families serving families.

Our team is here to help get to know what’s important to you, how you make decisions and uncover what you want to accomplish with your investments and future.

Partner | Portfolio Manager

Partner | CERTIFIED FINANCIAL PLANNER™ Professional

Communications Coordinator

Client Service Specialist

Client Service Associate

Hours of Operation

Monday – Friday | 8:00 am – 5:00 pm