Copia Wealth Management & Insurance Services Employee Directory

Financial ServicesUnited States2-10 Employees

Over time, you have many professionals doing different things with your "pieces". As such, these individuals may move on to other careers or pursuits and are replaced with other professionals whom you don’t really know and that are not fully in-tune with your specific circumstance. But more importantly, these individuals are only interested in their specific "piece" and handle it with what we call tunnel vision; only interested in their specific area of expertise.

As a result, you end up with disjointed "pieces" that do not quite fit together.
At Copia Wealth Management, we look at all your financial "pieces" and show you how they work together to create a solid financial strategy and retirement plan. More importantly, we show you how these pieces can be preserved and balanced by working in concert with each other to achieve financial independence.

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