Support for the life you’ve already built
Investment and tax guidance for those living in financial independence—or approaching it—with clarity, steadiness, and care.
When financial planning becomes less about building wealth and more about living with confidence, clarity, and purpose.
A Shift in Season
There comes a point when the energy around money changes and the questions become quieter and more meaningful:
Am I set up to live the life I want, without worry?
Are my decisions steady and sustainable?
Can I enjoy what I’ve built, while caring well for the people I love?
A steady, thoughtful approach to managing wealth in a season of independence.
Canopy is designed for individuals and families who have reached—or are nearing—financial independence, bringing every aspect of your financial life together in one relationship
The foundation is simple, but intentional:
- Your portfolio is aligned with your life - not just the market
- Your tax picture is being managed proactively
- And when something shifts, you have a trusted place to turn
The result is a financial experience that feels coordinated, clear, and quietly supported.
Canopy is often a natural fit if you are:
- Living in retirement or approaching it with intention
- Financially independent and focused on sustaining what you’ve built
- Transitioning from a more complex financial life into something more streamlined
- Wanting trusted guidance without the need for ongoing, intensive planning
Or simply:
You’ve done the work to build wealth - and now you want to live alongside it, not manage it.
Comprehensive Guidance, Transparent Fees
Investment Stewardship
• Ongoing portfolio management and rebalancing
• Tax-aware investment decisions
• Income and sustainability considerations aligned with your lifestyle
Tax Preparation & Guidance
• Federal and state tax preparation
• Coordination between investment decisions and tax outcomes
• Visibility into what’s coming—before it arrives
A Thoughtful Annual Rhythm
• A planning conversation to look ahead with intention
• A year-end review to confirm everything remains aligned
Support for Life’s Decisions
When moments arise—gifting, home decisions, transitions—we’re here to think alongside you.
Additional planning is available when needed, without adding unnecessary structure for an hourly fee.
This service is based on Assets under Management fees: 0.75% up to $2M, 0.25% over $2M with a $4,500 minimum fee.
At this stage, money often becomes less about you—and more about the people around you.
Children. Grandchildren. Legacy. Care.
Canopy creates space for that.
- You maintain independence and privacy
- Your family gains clarity and confidence
- Conversations can happen with more openness and less uncertainty
Support that respects both autonomy and connection.
A canopy offers something quiet, but essential.
After years of building wealth, that’s what your financial life should become: not something that demands your constant attention, but something that supports the life you want to live.
At Canopy, our role is to help create that sense of security. This stage of life isn’t about doing more with your finances—it’s about feeling at peace with them.