Canopy Asset Management, LLC

123 Marina Drive, Saint Simons Island, Georgia 31522

Canopy Asset Management
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123 Marina Drive, Saint Simons Island, Georgia 31522
912-268-2601
Mon - Fri: 8:30 am - 5:00 pm
Charities & Trusts Planning, Estate Planning, Financial Planning, Insurance, Investments

Canopy Asset Management specialize in working with clients and their tax and legal advisors to determine and pursue their retirement and estate planning objectives. Their clients seek investments that provide a growing level of income and principal.* By taking a long-term view and establishing deep and valued relationships, they are able to provide comprehensive planning advice you can trust.

-More than 46 years combined service providing financial advice and wealth management services.

-Designations include CERTIFIED FINANCIAL PLANNER™.

-Extensive experience assisting high-net-worth clients with investment and estate planning issues.

-Client base includes sophisticated long-term investors who value the comprehensive planning approach that they bring to the relationship.

*There is no assurance the investments objectives will be met. Investing is subject to risk including possible loss of principal.

*Securities offered through LPL Financial. Member FINRA/SIPC. Investment Advice offered through Independent Financial Partners a registered investment advisor and seperate entity from LPL Financial.

Canopy Asset Management

Canopy Asset Management