A team previously managing over $600m in assets at Northwestern Mutual has launched Canopy Wealth Management in the US.
The team includes Eric Raether, Ernest Moosherr, Rick Mida, David Muehl, as well as Joe Mayone.
Go deeper with GlobalData
“The purpose of forming Canopy Wealth Management is to better help clients achieve their financial goals by utilising cutting-edge technology and best in-class tools,” Moosherr noted.
Canopy will serve as an independent wealth management and advisory firm, with focus on customised portfolio management and wealth planning.
The firm has offices located in Middleton, Wisconsin and Southfield, Michigan.
TD Ameritrade Institutional will offer all custodial, clearing and trading support to Canopy.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataCommenting on the new venture, Raether said: “Canopy Wealth Management is founded with the underlining principal of commitment to our clients in aligning their individual needs and values with their unique goals and dreams. Through our disciplined investment philosophy and approach, we provide each client with the balance of growth potential and protection that is right for them.”
