Asset Management
Asset Management
At Canopy Asset Management, We Provide Assistance In The Following Areas:
Investments
Stocks
Municipal Bonds
Corporate Bonds
Mutual Funds
ETFs
Annuities
Unit Investment Trusts
CDs
Alternative Investment Options
Government Securities
Financial Planning
Reviewing Existing Estate & Retirement Plans
Establishing Objectives & Goals
Develop & Implement Financial Plans
Monitoring & Adjusting
Investment Vehicles
Retirement Plans
Educational Planning
Profit Sharing Plans
Money Purchase Pension Plans
401(K)
403(B)
Brokerage Accounts
SMA
Charitable Trusts

Trust Management
- Personal and Other Trusts
- Charitable Trusts
- Delaware Trust Company
- Privately Held Investments
- Special Needs Trusts

Estate Planning
- Settling Your Estate
- Privately Held Investments
- Insurance for Estate Planning
- Long Term Estate Management

Insurance
Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.
- Disability Income Insurance
- Life Insurance
- Long Term Care Insurance
- Annuities