Canopy Wealth Management
Chad Wing is a financial professional with extensive experience in wealth management, currently serving as Founder and Wealth Advisor at Canopy Wealth Management since July 2021. Previously, Chad held the position of Wealth Management Advisor at Northwestern Mutual from December 2001 to July 2021. Chad's educational background includes a Master of Science in Financial Services from The American College of Financial Services, obtained between 2008 and 2011, and a CERTIFIED FINANCIAL PLANNER™ designation earned in 2004 from the same institution. Chad also attended St. Norbert College from 1997 to 2000.
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Canopy Wealth Management
Canopy Wealth Management is a fee-based firm that adheres to the highest fiduciary standards, providing our clients with advice that is truly unbiased. We are an independent wealth management firm providing customized portfolio management and wealth planning services for clients in all phases of life. Our advisors always put client needs first and have helped them achieve long-term financial success and security. Disclosure: Canopy Wealth Management is a registered investment adviser. This platform is solely for informational purposes and does not offer advisory services or sales of securities. Investing involves risk and possible loss of principal capital. Comments by viewers and/or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted. Content may be dated. Links to third party sites, or information is from a reasonably reliable source.