Wealth Management

 

We base our process on a personalized approach using multiple strategies. Our approach is tailored to our clients’ goals, desired objectives, time horizon, cash requirements and tax situation. Our strategy is designed based on your long-term goals of preservation, income, accumulation and/or legacy desires.

We’ll work to manage your wealth in a way that works for you. Rather than simply allocating assets, we craft custom portfolios with an array of global asset classes. We tailor your plan based on your needs – and we keep up with those needs as they change throughout your life. Risks and opportunities always arise. We’re prepared to meet them head-on.

COPIA PATHWAY

We will take you through 9 proven step by step strategies for building your wealth. The Wealth 

Acceleration Pathway is a solution-driven financial planning concept bringing together these 9 steps.

CLIENT FIRST

We listen to our clients and get to know their families so we can build both strong relationships and the best plans for their futures. People are at the core of what we do.

Information-Based

 Investors who operate on emotion consistently underperform in the market. We’ve seen it time and again. As seasoned financial experts, we harness data to execute sound investment decisions that grow – and protect – our clients’ assets.

Values-Driven

Your values make you who you are. And we know true wealth isn’t just about money, but about aligning your values with your actions, having the freedom to pursue your passions and protecting your family’s future.

Request an Assessment with Us

We can perform a number of different assessments to help you determine if you’re on the right track. Submit your details and we’ll be back in touch shortly. Feel free to email us at:Team@copiawm.com

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619.640.2622

San Diego, CA

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CA LIC # 0C72164, Corp License # 0G81294
 

2333 Camino del Rio South, Suite 240

San Diego, California 92108
Phone: 619.640.2622 | Fax: 619.640.2600 


All written content on this site is for information purposes only. Unauthorized use of this material is prohibited. Opinions expressed herein are solely those of Copia Wealth Management & Insurance Services and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy  or completeness. All information and ideas should be discussed in detail with your individual financial professional prior to implementation. 
Insurance products and services are offered through Copia Wealth Management & Insurance Services.

 

Investment advice offered through Copia Wealth Management Advisors, Inc.
Copia Wealth Management Advisors, Inc. is a registered investment adviser.

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