Canopy Wealth Management

(on greenway blvd)
Financial and Investment Services in Middleton, WI
Financial and Investment Services

Hours

Monday
8:00AM - 4:30PM
Tuesday
8:00AM - 4:30PM
Wednesday
8:00AM - 4:30PM
Thursday
8:00AM - 4:30PM
Friday
8:00AM - 4:00PM
Saturday
Closed
Sunday
Closed

Location

8215 Greenway Blvd
Middleton, WI
53562

About

Discover the many advantages we provide across the full spectrum of investing services. As an SEC-Registered Investment Advisor, we are a fiduciary and steward to our clients, always putting your needs first and always acting in your best interests. Planning focused, tax sensitive and risk aware, we provide the personalized service and support needed to accomplish your objectives.

Photos

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Services

  • Asset Allocation
  • Manager Selection
  • Cash Flow Analysis
  • Tax and Estate Planning
  • Intergenerational Wealth Transfer
  • Retirement Planning
  • Philanthropic Planning
  • Education Funding
  • Insurance Analysis
  • Equity Ownership and Stock Option Advice
  • Asset Location and Tax Efficiency
  • Tax Return Analysis
  • Risk Awareness
  • Student Loan Analysis
  • Rental Property Analysis

Latest

GOLF TIP: Hitting it fat? You may be dropping your forward shoulder on the downswing. That can happen if you move your hips toward the target as the downswing starts. Start your downswing with your arms, keeping your forward shoulder down.
Check out your Wisconsin Canopy Team! Thanks Patrick Stutz for our fall photo session! #StutzPhotography #CanopyWealthManagement https://www.canopy-wealth.com/about-us
Concerned about identity theft? Some things to leave at home. #IdentityTheft CANOPY-WEALTH.COM Please Leave Home Without It
What would you do with an extra year? Retiring one year later means one extra year to save, one extra year for those savings to potentially grow and compound, and one less year of retirement to fund. It might be worth considering.
Are you aware about the recent retirement changes brought about by the SECURE Act? We break down some of the biggest changes for you. CANOPY-WEALTH.COM The SECURE Act
Bedtime Story: U.S. Federal Tax Code. How many pages have you read? CANOPY-WEALTH.COM Understanding Marginal Income Tax Brackets
If you want to retire to another location, think about whether it makes sense for you financially as well as socially. Will you be able to find part-time work there, if needed? Could local economic factors make the area less affordable for you someday?
In honor of October's National Arts & Humanities Month, Canopy Wealth Management is excited to be a sponsor for CTM's "Over the Rainbow" at Mallard's Park this Thursday, October 9th, at 6:30pm! @ChildrensTheaterOfMadison
GOLF TIP: When putting, your grip should run up your palm, with the shaft of the putter running parallel to both your forearms. This grip helps to reduce wrist action and promotes a consistent, one-lever stroke.
Did you know? The gender wage gap can have an impact on a woman’s preparation for retirement. We can help make sure you (or a special woman in your life) are prepared for what may lie ahead.
Scott Conwell October 3 at 2:38 PM · We didn’t get a Ride this year due to COVID. That doesn’t stop a honey badger! Today I rode 23 miles in memory of all those we have lost to Type 1 Diabetes. Mile 23 is a significant mile in our Type 1 community. A tradition created by an amazing woman after the loss of her son to Type 1. It reminds us just how real, how serious and how scary Type 1 is. We ride to bring awareness. We ride for a cure. #JDRFMyRide #mile23 #jdrfwisconsin #WeAreStillTeamHoneyBadgers A big thank you to Canopy Wealth Management for sponsoring the JDRF Ride team this year. I work for an amazing group of people!
The S&P 500 is ubiquitous. Ever wonder how it works? #S&P500 CANOPY-WEALTH.COM The Anatomy of an Index
When you choose to take Social Security might impact your retirement income. Find out how. #socialsecurity #retire CANOPY-WEALTH.COM Social Security: The $64,000 Question
When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money. CANOPY-WEALTH.COM Budgeting After a Divorce
Retiring? Remaining flexible may help you meet the challenges of uncertainty. CANOPY-WEALTH.COM Certain Uncertainties in Retirement
Here are eight mistakes to avoid when #saving #retirement. CANOPY-WEALTH.COM Eight Mistakes That Can Upend Your Retirement
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains. CANOPY-WEALTH.COM A Taxing Story: Capital Gains and Losses
Valuation is important for business succession, estate taxes andeven qualifying for a loan. CANOPY-WEALTH.COM What is the Value of Your Business?
The CPI has shown low inflation since '09. Are your prices rising faster than the average? #Inflation CANOPY-WEALTH.COM Inflation & Your Money
When it comes to investing, you may be your own worst enemy. CANOPY-WEALTH.COM Don’t Be Your Own Worst Enemy
Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains. CANOPY-WEALTH.COM A Taxing Story: Capital Gains and Losses
WSJ.COM China Economy Gathers Steam, Setting Stage for a Strong End to the Year
Are your investment decisions based on rational analysis or are they driven by emotion? #SmartInvesting CANOPY-WEALTH.COM What Smart Investors Know
Check out this video on taxes. #IncomeTax CANOPY-WEALTH.COM The Facts About Income Tax
Stocks notched strong gains last week, paced by a string of solid economic reports and consensus-beating corporate earnings.The Dow Jones Industrial Average gained 3.89%, while the Standard & Poor’s 500 advanced 4.65%. The... CANOPY-WEALTH.COM Weekly Market Insights: Markets Go Back to Basics
Even low inflation rates can pose a threat to investment returns. #inflation #investment CANOPY-WEALTH.COM Inflation and Your Portfolio
If you died, what would happen to your email archives, social profiles, and online accounts? CANOPY-WEALTH.COM Safeguard Your Digital Estate
Despite strong corporate earnings, stock prices closed lower after a volatile week of trading triggered by unprecedented activity in a handful of companies.The Dow Jones Industrial Average lost 3.27%, while the Standard &... CANOPY-WEALTH.COM Weekly Market Insights: Unexpected Trading Rattles Market
If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT. CANOPY-WEALTH.COM Do You Owe The AMT?

Information

Company name
Canopy Wealth Management
Category
Financial and Investment Services

FAQs

  • What is the phone number for Canopy Wealth Management in Middleton WI?
    You can reach them at: 608-662-9018. It’s best to call Canopy Wealth Management during business hours.
  • What is the address for Canopy Wealth Management on greenway blvd in Middleton?
    Canopy Wealth Management is located at this address: 8215 Greenway Blvd Middleton, WI 53562.
  • What are Canopy Wealth Management(Middleton, WI) store hours?
    Canopy Wealth Management store hours are as follows: Mon-Thu: 8:00AM - 4:30PM, Fri: 8:00AM - 4:00PM, Sat-Sun: Closed.