Canopy Wealth Management is an independent, fee-based firm specializing in customized investment portfolio management, tax-aware wealth planning, and personalized client service. They offer tailored strategies for retirement, social security, and estate planning. Their target audience includes individuals seeking long-term financial planning. The unique selling proposition is their fiduciary approach, prioritizing clients' interests and providing transparent, unbiased advice without commission-driven decisions. They emphasize asset allocation, diversification, and strategic portfolio rebalancing, focusing on long-term goals rather than short-term gains[1][3].