Products and Services

At Canopy Asset Management, we provide assistance in the following areas:

Trust and Estate PlanningĀ Ā»

  • Settling Your Estate
  • Personal and Other Trusts
  • Charitable Trusts
  • Delaware Trust Company
  • Privately Held Investments
  • Insurance for Estate Planning
  • Special Needs Trusts

Investments

  • Stocks
  • Municipal Bonds
  • Corporate Bonds
  • Mutual Funds
  • ETFs
  • Annuities
  • Unit Investment Trusts
  • CDs
  • Alternative Investment Options
  • Government Securities

Investment Vehicles

  • Retirement Plans
  • Educational Planning
  • Profit Sharing Plans
  • Money Purchase Pension Plans
  • 401(K)
  • 403(B)
  • Brokerage Accounts
  • SMA
  • Charitable Trusts

Financial Planning

  • Reviewing Existing Estate & Retirement Plans
  • Establishing Objectives & Goals
  • Develop & Implement Financial Plans
  • Monitoring & Adjusting

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Annuities