Exceptional Service, Meaningful Connections
Our goal is to deliver exceptional financial advisory services and unique investment opportunities, providing freedom of time and financial peace of mind to our clients.Â
The Canvas Experience
Strategic Advisory for Complex Wealth
Sophisticated financial lives require coordination and disciplined oversight. We connect investment strategy and long term planning within one cohesive framework.
What We Do
Our Planning And Investment Services
Risk Management
Business Planning
Investment Management
Family Office Services
Wealth Planning
Retirement Planning
Drew Waldron CFP®
Co-Founder
Who We Are
Disciplined Leadership With Clear Accountability
Our firm was built for clients who expect more than periodic reviews and templated portfolios. We work closely with business owners, families, and executives who value direct access, thoughtful strategy, and long term partnership.
97.5%
Client Retention Rate
45%
Clients as Referrals
$1.5M
Average Client AUM
47
Average Client Age
Client Perspectives
Trusted by Families, Executives, and Business Owners
Drew, Scott and the team are more than just advisors for Courtney and I. They have become dear friends that we cherish in so many ways. If our most important asset is time, they treat it with tremendous respect. Whether we’re meeting about our own financial situation, being introduced to other like-minded people or relaxing with one another’s families they bring value to every interaction.
Brian J.
We highly recommend Canvas Wealth Advisors. The guidance and network Canvas has provided over the past few years for our family have proven invaluable as we navigated selling a company and building our next chapter in life.
Jamie S.
Canvas brings a refreshing approach to the sea of Wealth Advisory options. We chose Canvas because that differentiated, high touch focus resonated with us. Not only do they have a keen understanding of our family's unique financial goals, but I truly feel as though we work as a partnership in achieving those goals. An example of this is their value-added approach to providing investment alternatives and connections to help build my business.
Jeff C.
We have been impressed with our Canvas team's expertise, responsiveness and the opportunities they have provided to diversify our portfolio. More importantly, we greatly value the transparency we have experienced with Canvas Wealth; the team is always patient and takes as much time as necessary to make sure we fully understand and are comfortable with their recommendations.
Dirk D.
Scott Wesley
Co-Founder
FAQs
Questions Worth Asking First
How are you compensated?
Fee-only structure with transparent pricing, no commissions ever for all.
What makes you different?
Our commitment to service and unique investment opportunities that matter.
Who is your ideal client?
Our ideal client has one or more of the following characteristics: Young Families, Charitable, Generational Wealth, Networking, Values Experiences
Let's Chat
Get In Touch
Connect with our team to discuss your goals, current structure, and long term priorities. Every relationship begins with a thoughtful, confidential conversation.