Canopy Wealth Management
No reviews yet · Serves Nationwide
Fiduciary wealth management firm managing over $1 billion in assets, helping tech professionals, founders, and executives navigate equity compensation, pre-IPO planning, and tax-efficient wealth.
Services
- 401(k) & IRA Management
- Alternative Investments
- Asset Allocation
- Business Succession Planning
- Cash Flow Planning
- Charitable Giving
- Debt Management
- Education Planning
- Executive Compensation
- Family Wealth Transfer
- Financial Advice & Coaching
- Financial Planning
- Investment Management
- Portfolio Management
- Portfolio Rebalancing
- Stock Option Planning
- Tax Loss Harvesting
- Tax Planning & Strategy
- Wealth Management
Pricing
- AUM-Based Fee — 0.4%–1.2% of AUM