CANOPY 360 WEALTH, LLC
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BUILD CONFIDENCE IN YOUR LEGACY.

WEALTH MANAGEMENT  //  FINANCIAL PLANNING  //  employer plans

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we are Canopy 360.

Financial clarity, confidence, and comfort are the foundation on which to build your greatest goals in life.

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Engage

We get to know our clients on a level that allows us to understand their needs, wants, wishes, and fears. We spend time learning about their families and their backgrounds. Our goal is to become their most trusted advisor.
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Educate

While you educate our team on the intricacies that make you and your story special, we'll share our expertise and guidance to provide clarity on your ability to achieve long term goals.

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Empower

Our goal is to ensure you've got the tools at your fingertips to live life empowered.





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News

Follow along to see what's on our mind

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352-657-3600

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Photos used under Creative Commons from Poolvergleich.de, visualcause, r.nial.bradshaw, CityofStPete
  • Home
  • How We Serve
  • Who We Are
  • Lets Connect
  • News and Resources