Build relationships first.
We take the time to get to know our clients and their families, treating each relationship as a priority, regardless of their financial situation. And we don’t have firm minimums specifically so that we’re not limited in who we can help.
High ethical standards.
As a truly independent firm, we are strictly fee-based (no commissions) so that our advice always aligns with our clients’ best interests.
See the big picture.
We have expertise in all facets of wealth management and approach client situations holistically. The more complex the situation, the more value we provide.
All clients are clients of the entire Copia team, with open access to the every team member. We routinely collaborate on strategy to provide the very best level of service.