At Canopy Wealth Management, we take the time to truly get to know and understand the dynamics of your values, goals, and plans for your family, across lifetimes and generations; because no family fits a generic mold, neither should your financial plan.
Canopy Wealth Management was officially founded in 2018 by Ernie Moosherr (Michigan team) and Eric Raether (Wisconsin team), followed by an expansion west when Chad Wing founded the Arizona team in 2021. The origin of this firm, however, dates back 15 years when we started a study group for like-minded financial advisors at our previous firm. We’d each built practices focusing on wealth management rather than insurance products, and felt called to create a platform for fellow investment specialists to share in both business & personal growth while prioritizing a fiduciary approach with clients. Needless to say, after years of building a relationship based on trust, respect, and friendship, we were thrilled for the opportunity to unite our teams and launch Canopy Wealth; a practice that truly aligns everything we value.