Copia Wealth Management is evolving.
A new website, custom client portal, and more exciting developments are coming soon!
EMAIL: info@copiawealthmanagement.com
PHONE: 541-647-2545
ADDRESS: 790 SW Industrial Way, Bend, OR 97702
FIDUCIARY ADVISORS:
Aaron Boehm
aaron@copiawealthmanagement.com
Louis Bennett
louis@copiawealthmanagement.com
Investment advisory services are offered through COPIA Wealth Management, Registered Investment Advisor.