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Products and Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

At Canopy Asset Management, we provide assistance in the following areas:

Trust and Estate Planning

Settling Your Estate

Personal and Other Trusts

Charitable Trusts

Delaware Trust Company

Privately Held Investments

Insurance for Estate Planning

Special Needs Trusts



Municipal Bonds

Corporate Bonds

Mutual Funds



Unit Investment Trusts


Alternative Investment Options

Government Securities

Investment Vehicles

Retirement Plans

Educational Planning

Profit Sharing Plans

Money Purchase Pension Plans



Brokerage Accounts


Charitable Trusts

Financial Planning

Reviewing Existing Estate & Retirement Plans

Establishing Objectives & Goals

Develop & Implement Financial Plans

Monitoring & Adjusting


Disability Income Insurance

Life Insurance

Long Term Care Insurance


For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (912) 268-2601