Canopy Wealth Management

Financial Services - Middleton, WI, US

Canopy Wealth Management Employees
CJ Lamberty

Administrative Assistant

Contact CJ Lamberty

Joseph Mayone

Wealth Advisor

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Tara Johnson

Director of Operations

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Scott Conwell

Chief Operating Officer / Chief Compliance Officer

Contact Scott Conwell

Jolie LaBarre

Communications Manager

Contact Jolie LaBarre

Christine Petras

Director Of Client Services

Contact Christine Petras

Rick Mida

Partner & Wealth Advisor

Contact Rick Mida

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Canopy Wealth Management Senior Management
Scott Conwell

Chief Operating Officer / Chief Compliance Officer

Contact Scott Conwell

Ernie Moosherr

Founder & Wealth Advisor

Contact Ernie Moosherr

Chad Wing

Founder & Wealth Advisor

Contact Chad Wing

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Canopy Wealth Management Details

Canopy Wealth Management is a fee-only firm that seeks to adhere to the highest fiduciary standards and provide our clients with advice that is truly unbiased. We are an independent wealth management firm providing customized portfolio management and wealth planning services for clients in all phases of their lives. Our advisors always put client needs first and have helped them achieve long-term financial success and security. We accept no commissions or other incentives that might cloud our judgment or sway our allegiance.

Canopy Wealth Management logo, Canopy Wealth Management contact details
Employees: 20 - 49
HQ: N/A
Location: Middleton, WI, US
Revenue: 2.5 - 5 Million
N/A
Canopy Wealth Management Technologies
Hosting

CloudFlare Hosting

Online Video Platforms

Wistia

Other

Google Maps

Analytics and Tracking

Hotjar

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