Canopy 360 Wealth, LLC is an independent, SEC-registered fiduciary investment advisory firm located in downtown Ocala, Florida. Led by partners Jamie Losito, CFP®, Russell C. Lindsay, CPA, and Lance M. Powers, CFP®, CRPC®, the practice serves Marion County retirees, pre-retirees, and families with CPA-integrated tax planning, retirement income structuring, fiduciary portfolio management, and estate preservation.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); Canopy 360 Wealth Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-113494; independent SEC-registered fiduciary investment adviser headquartered in Ocala, FL.
Issuer: CFP Board / Florida Board of Accountancy
Notes: Led by Partners Jamie Losito, CFP® (CRD #5988247), Russell C. Lindsay, CPA (CRD #5048368), and Lance M. Powers, CFP®, CRPC® (CRD #5607722), alongside Associate Advisor John David Cervellera, CFP®, CRPC®.
Factual details and direct answers about Canopy 360 Wealth, LLC's services, licensing, and credentials.
Is Canopy 360 Wealth an SEC-registered fiduciary investment adviser?
Yes, Canopy 360 Wealth, LLC is registered with the U.S. Securities and Exchange Commission under CRD #296771 and SEC File #801-113494, operating under a fiduciary standard for retirement planning and investment management.
How does Canopy 360 Wealth integrate tax strategy into retirement planning for Ocala seniors?
With partner leadership combining Certified Financial Planner (CFP®), Chartered Retirement Planning Counselor (CRPC®), and Certified Public Accountant (CPA) credentials, the firm coordinates retirement account drawdowns, tax projections, and estate planning.
Where is Canopy 360 Wealth located in Marion County?
The firm's office is located on the historic downtown square at 104 SE 1st Avenue, Suite B, in Ocala, Florida 34471.
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