Canary Wealth Strategies ➤ Financial & Investment Management Advisor Representatives Employee Directory

Financial ServicesWisconsin, United States2-10 Employees

Welcome to a brighter financial outlook.

We are Madison investment advisors who believe that successful wealth management requires offensive and defensive strategies to tackle impending bear markets with confidence.

We don’t advise you to follow the tired and passive “buy and hold” approach that most firms use. We make bold moves to protect your assets from inevitable market downturns. 

Additional individual investment services include retirement planning, long-term care planning services, charitable giving strategies, income tax planning, and estate planning services. 

Choose our corporate financial services for help navigating a sea of fiduciary responsibility with our automated and well-documented practices for corporate retirement plans, executive compensation, pension plan consulting, and more. 

Our bold strategies are aimed to help individual investors and corporations achieve a worry-free financial future.

Find Canary Wealth Strategies ➤ Financial & Investment Management Advisor Representatives employees' phone numbers or email addresses

Canary Wealth Strategies ➤ Financial & Investment Management Advisor Representatives Global Highlights

North America
5

United States Of America
5

Canary Wealth Strategies ➤ Financial & Investment Management Advisor Representatives's Leadership

K. J.
Marketing Director
Mobile Phone
Email
D. D.
Operations Manager
Mobile Phone
Email
E. J.
Investment Advisory Representative
Mobile Phone
Email

Contact profiles from Canary Wealth Strategies ➤ Financial & Investment Management Advisor Representatives

Name

Title

Contact Info

Location

Last Update

K. J.
Marketing Director
Mobile Phone
Email
United StatesWisconsin
Dec 11, 2025
D. D.
Operations Manager
Mobile Phone
Email
Nov 16, 2025
E. J.
Investment Advisory Representative
Mobile Phone
Email
UNITED STATES
Jul 09, 2024

Frequently Asked Questions

What is Canary Wealth Strategies ➤ Financial & Investment Management Advisor Representatives known for?

Canary Wealth Strategies ➤ Financial & Investment Management Advisor Representatives was founded in 2015 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-608-213-****

. Explore Canary Wealth Strategies ➤ Financial & Investment Management Advisor Representatives's company overview page for more information.

What is Canary Wealth Strategies ➤ Financial & Investment Management Advisor Representatives's most common email format?

Canary Wealth Strategies ➤ Financial & Investment Management Advisor Representatives employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Canary Wealth Strategies ➤ Financial & Investment Management Advisor Representatives email formats with LeadIQ.

How many employees does Canary Wealth Strategies ➤ Financial & Investment Management Advisor Representatives have currently?

Canary Wealth Strategies ➤ Financial & Investment Management Advisor Representatives has approximately 4 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Canary Wealth Strategies ➤ Financial & Investment Management Advisor Representatives's key employees and leadership?

As of December 2025, Canary Wealth Strategies ➤ Financial & Investment Management Advisor Representatives's key employees include:

Marketing Director: K. J.
Operations Manager: D. D.
Investment Advisory Representative: E. J.

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