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Our Mission

At Canopy Roads Advisors, our mission is to provide individuals, families, and business owners the guidance they need in order to build and preserve wealth. Whether a prospect or an existing client, our objective is to understand your vision, provide you with an individualized focused plan, and give the highest quality advice and service to help you attain your financial goals.

With decades of expertise between our advisor teams, we strive to build multi-generational relationships and offer an array of wealth management services. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you.

We are here with you every step of the way.
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Individuals and Families

Chances are you have a number of investment goals-helping your children afford higher education, affording retirement, leaving a legacy. We help you create a tailored plan to address all of them.
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Businesses and Business Owners

You've worked hard to build your business. You deserve a strong, stable financial services partner to deliver products and services to help your business succeed, thrive, and grow. You can benefit from the perspectives of multiple advisors - including us working with your CPA and attorney.

Our Commitment to You

We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.
Canopy Roads Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AR, CA, CO, DC, FL, GA, IA, ID, IL, LA, MA, MD, MO, MS, NC, NY, OR, PA, RI, SC, TX, UT, VA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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