Canopy Wealth Management is a financial advisory firm based in Middleton, Wisconsin. It currently has approximately $930,573,023 of assets under management and employs about 21 people. Canopy Wealth Management uses a fee structure of a percentage of assets under your management and hourly charges.

Milestone Investment Advisors, LLC is a registered investment adviser established in July 2013 by Robert G. Armstrong, Daniel P. Kauper, and Angel McClarey. The firm offers Portfolio Management Services with a minimum account size generally exceeding $3 to $5 million. Additionally, Financial Consulting Services are available on a project basis, covering areas like retirement planning and investment analysis. Milestone also provides 401(k) Retirement Plan Consulting services to assist plan sponsors and trustees in managing retirement plans. For Portfolio Management Services, fees are based on a percentage of assets under management, with a minimum annual fee of $2,500. Financial Consulting Services are offered at an hourly rate of $300. Milestone does not charge performance-based fees and serves individuals, high net worth individuals, charities, pension and profit-sharing plans, and corporations. The firm's investment strategies involve individualized asset allocation models based on clients' risk tolerance and goals, utilizing Fundamental and Technical analysis. Clients have investment discretion, allowing Milestone to make decisions on purchasing, selling, or holding assets without prior consultation. The firm does not sponsor a wrap program and does not have custody of client accounts. Milestone's team members, including Daniel P. Kauper, Robert G. Armstrong, Angel McClarey, Michael E. Arbet, Jonathan G. Wilson, David W. Solheim, and Darrin M. Sharp, have diverse educational backgrounds and business experiences in the financial industry. No disciplinary history is reported for any of the team members.

Jacobson & Schmitt Advisors, LLC is a registered investment advisor established in June 2006, located in Middleton, WI. The firm offers investment management, retirement planning, and financial planning services to individuals, high net worth individuals, trusts, estates, retirement plans, and charitable organizations. They act as fiduciaries, upholding a duty of loyalty, fairness, and good faith towards each client. The firm believes in responsible investing, focusing on companies with strong returns and corporate social responsibility. For wealth management services, fees are based on a tiered schedule ranging from 0.50% to 1.25% of assets under management. Financial planning services are offered for an annual fee ranging from $5,000 to $50,000. Retirement plan advisory services fees range from 0.25% to 1.10% of assets under management. JSA does not charge performance-based fees and does not receive compensation for securities transactions. The firm's investment strategy involves global, all-cap equity portfolios diversified across industries and countries. They conduct fundamental analysis and invest in companies with high return potential and corporate social responsibility. JSA has a robust privacy policy to protect clients' personal information and maintains security measures to safeguard data. Clients have the right to limit sharing of personal information and can request a copy of the privacy policy annually.