Canopy 360
Wealth Management

 

Lance Jamie Client

 

Your legacy matters to us.

There’s no such thing as an average client at Canopy 360 Wealth – we serve many distinct, yet equal communities. Whether high-net-worth families, retirees from corporate America or small business owners, our clients value our professionalism and integrity. They know us; we’re like family. They trust us – our word and our work. But, most importantly, they like the way we treat them.

Our objective is to partner with you to create financial comfort to help and protect you, your family, and your business. Our job is not just wealth creation, it is wealth creation - after taxes.

At Canopy 360 Wealth, our knowledgeable team is here to help position you to make the best choices for your personal situation. We like to begin with the financial plan so we can see your financial portrait from an aerial view.

We will dream with you and help you decide which direction will be stable and sustainable, whether it's for you personally or if you own a business. Your goals and personal best is what will be uncovered, along with the path to achieve it.

 

Contact Us

Operating Hours

Monday – Thursday | 8:00 am – 5:00 pm
                              Friday | 8:00 am – 12:00 pm

Careers