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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

Trust Management

  • Personal and Other Trusts
  • Charitable Trusts
  • Delaware Trust Company
  • Privately Held Investments
  • Special Needs Trusts
Trust Management
Estate Planning

Estate Planning

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

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
Insurance