About Ameriprise · Portland
Canopy Planning Group is a private wealth advisory practice under Ameriprise Financial Services, LLC, based in Portland, Oregon. It offers comprehensive financial advice to help clients achieve long-term financial goals. The firm was recognized as a Forbes Best-in-State Wealth Management Team in 2026. It operates as a registered investment adviser and is part of a larger network of Ameriprise financial advisors.
Canopy Planning Group is a private wealth advisory practice affiliated with Ameriprise Financial Services, LLC, serving clients in Portland, Oregon. The firm provides future-focused financial solutions designed to help clients turn their financial goals into reality. It emphasizes comprehensive advice that allows clients to focus on the big picture. Recognized in the 2026 Forbes Best-in-State Wealth Management Teams list, the group is committed to helping clients navigate market volatility and stay focused on long-term objectives. Services include personalized financial planning, market updates, and investment strategies. The firm is not independently registered as an investment adviser but operates under Ameriprise’s regulatory framework.
- Serves
- Portland, OR
About
Canopy Planning Group is a private wealth advisory practice under Ameriprise Financial Services, LLC, based in Portland, Oregon. It offers comprehensive financial advice to help clients achieve long-term financial goals. The firm was recognized as a Forbes Best-in-State Wealth Management Team in 2026. It operates as a registered investment adviser and is part of a larger network of Ameriprise financial advisors.
Services
The firm provides future-focused financial solutions designed to help clients turn their financial goals into reality. Services include personalized financial planning, market updates, and investment strategies. Clients can attend market and economic update sessions to discuss market volatility and strategies to weather uncertainty.
- Private wealth advisory
- Financial planning
- Market and economic updates
- Investment strategies
- Client consultations
Why Choose Us
Canopy Planning Group is recognized in the 2026 Forbes Best-in-State Wealth Management Teams list, reflecting its commitment to helping clients stay focused on long-term financial goals. The firm emphasizes personalized attention and comprehensive advice to help clients navigate complex financial landscapes.