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Canopy Wealth Management

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Investment Securities, Financial Planning Consultants, Stock & Bond Brokers

8215 Greenway Blvd Ste 540, Middleton, WI 53562


Today: 8:00 am - 4:30 pm

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General Info
Discover the many advantages we provide across the full spectrum of investing services. As an SEC-Registered Investment Advisor, we are a fiduciary and steward to our clients, always putting your needs first and always acting in your best interests. Planning focused, tax sensitive and risk aware, we provide the personalized service and support needed to accomplish your objectives.
Regular Hours
Tue - Thu:
Investment Securities, Financial Planning Consultants, Stock & Bond Brokers
Payment Options
One Financial Place
Pleasant View Golf Course
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