Canopy Asset Management, LLC

Canopy Asset Management, LLC Canopy Asset Management Our company is built on a solid foundation of excellent client service and in-depth market knowledge. Member FINRA/SIPC.

We specialize in working with clients and their tax and legal advisors to determine and pursue their retirement and estate planning objectives. Our clients seek investments that provide a growing level of income and principal.* By taking a long-term view and establishing deep and valued relationships, we are able to provide comprehensive planning advice you can trust.

-More than 46 years combine

d service providing financial advice and wealth management services.
-Designations include CERTIFIED FINANCIAL PLANNER™.
-Extensive experience assisting high-net-worth clients with investment and estate planning issues.
-Client base includes sophisticated long-term investors who value the comprehensive planning approach we bring to the relationship.

*There is no assurance the investments objectives will be met. Investing is subject to risk including possible loss of principal.
*Securities offered through LPL Financial. Investment Advice offered through Independent Financial Partners a registered investment advisor and seperate entity from LPL Financial. www.FINRA.org
www.SIPC.org

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Address

123 Marina Drive
Saint Simons Island, GA
31522

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+19122682601

Website

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