Explore Our Wealth Management Solutions

Coordinated financial services designed to help you see the full picture.

Tailored Wealth Management Services — Under One Roof

Canopy Financial Solutions provides coordinated investment management, insurance solutions, financial planning and consulting, and estate planning support. Led by Zeke Kelly, ChFC® and FRC®, the approach is designed to connect the different pieces of your financial life rather than addressing each decision in isolation.

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Investment Management

For investors who want an investment strategy built around their goals, risk profile, timeline, tax considerations, and financial needs.

Investment management begins with understanding the investor. Canopy evaluates your objectives, account and tax status, time horizon, liquidity needs, and risk profile before determining an appropriate approach. Depending on your circumstances, strategies may include Dual Defense™ Tactical Momentum, Thematic Strategic Growth, Structured Investments, or a combination of approaches.

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Financial Planning & Consulting

For individuals, government employees, military retirees, and business owners who want a coordinated roadmap for important financial decisions and transitions.

From retirement preparation and income planning to rollovers, benefits reviews, and business-owner planning, Canopy helps connect the moving pieces of your financial life. Specialized planning includes support for federal, state, and local government employees, military retirees, and clients navigating pensions, survivor options, retirement accounts, and other important financial transitions.

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Estate Planning

Individuals and families who want their financial plan and legal documents built by two professionals who already work together.

In-house estate planning coordination through Brick City Law, the estate planning practice of Jessica Kelly, Esq. Wills, trusts, powers of attorney, and related legal documents — developed in direct coordination with your financial plan, not in isolation from it.

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Insurance Solutions

For individuals, families, and business owners who want to identify coverage gaps and protect the people, income, assets, and businesses that matter to them.

Insurance planning starts with understanding what you already have and where additional protection may be needed. Canopy provides coverage reviews and needs analysis across life insurance, mortgage protection, disability income, long-term care, and business continuity solutions, helping coordinate protection with your broader financial plan.