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# Copia Wealth Management

Full-service financial firm that builds relationships first.

## Sitemaps

- [XML Sitemap](https://www.copiawealthmanagement.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [Journal](https://www.copiawealthmanagement.com/journal/) - Financial Planning Establishing goals will only take you so far. We help draw a map so you can get where you’re going. What to Expect GOAL ASSESSMENT We begin by helping you determine financial goals, taking into account the particularities and unique factors for each client. __ Short-term goals are those you hope to achieve
- [Summer 2026 Update](https://www.copiawealthmanagement.com/journal/summer-2026-update/) - An end-of-summer check-in, market update, and our approach to portfolio management.
- [Wars, Markets & the Case for Staying the Course](https://www.copiawealthmanagement.com/journal/wars-markets-the-case-for-staying-the-course/) - The S&P 500 just hit a new all-time high… in the middle of a war. That’s not a contradiction. It’s a pattern. — —I want to start with something that might surprise you.Last week, the S&P 500 surged to a new all-time high of 7,147 — closing Friday at 7,126.Let that sink in for a second.
- [2025 Year in Review](https://www.copiawealthmanagement.com/journal/2025-year-in-review/) - Reflecting on the past year as we head into what’s next.
- [Q2 2025 Quarterly Newsletter](https://www.copiawealthmanagement.com/journal/q2-2025-quarterly-newsletter/) - What follows is our Q2 2025 Quarterly Newsletter. Want in on the action? Scroll to the very bottom of the page to sign up. — — Amidst the current market noise and uncertainty, a steady perspective becomes more important than ever. This update offers a look at the bigger picture, with reminders of the patterns
- [LA County Wildfires](https://www.copiawealthmanagement.com/journal/la-county-wildfires/) - Helping Property Owners Recover After LA County Wildfires January 2025 has been a tough month for Los Angeles County, with wildfires like the Palisades and Eaton fires wreaking havoc. This disaster has really hit home for me as a retired firefighter. These fires have burned over 38,000 acres, destroyed more than 12,000 structures, and,
- [Q1 2025 Quarterly Newsletter](https://www.copiawealthmanagement.com/journal/q1-2025-quarterly-newsletter/) - What follows is our Q1 2025 Quarterly Newsletter. Want in on the action? Scroll to the very bottom of the page to sign up.— —As we settle into 2025, we’re reflecting on our recent transition to becoming an SEC-registered investment advisor—a milestone for our firm. This quarter, we’re also taking a closer look at the
- [Glossary of Terms](https://www.copiawealthmanagement.com/journal/glossary-of-terms/) - Asset Class – a classification or grouping of investments that exhibit similar characteristics and thus often behave similarly to one another in the marketplace. Bear Market – a period when stock prices are falling or are expected to fall. It is commonly defined by market performance decreases of 20% or more. Bull Market – a period when stock
- [Q4 2023 Quarterly Newsletter](https://www.copiawealthmanagement.com/journal/q4-2023-quarterly-newsletter/) - What follows is our Q4 2023 Quarterly Newsletter. Want in on the action? Scroll to the very bottom of the page to sign up. — — We made it. 2024 is well underway. We’ll try to make sense of the strong equity market performance that closed out 2023 and the relative resilience of the economy.
- [Q3 2023 Quarterly Newsletter](https://www.copiawealthmanagement.com/journal/q3-2023-quarterly-newsletter/) - What follows is our Q3 2023 Quarterly Newsletter. Want in on the action? Scroll to the very bottom of the page to sign up. — — Fall isn’t the only thing in the air. As the leaves change, there’s economic uncertainty floating around, too. We’ll try to make sense of it, tell you our approach,
- [T-Bill Ladder Strategy](https://www.copiawealthmanagement.com/journal/t-bill-ladder-strategy/) - The hot topic in financial news for at least the first three quarters of this year has been rampant inflation, and the Federal Reserve’s efforts to curb it by raising its benchmark interest rate, the federal funds rate, through a series of systematic rate hikes that began in March. Subsequently, we have seen the fastest
- [What’s In a Name?](https://www.copiawealthmanagement.com/journal/whats-in-a-name/) - I joined the Copia Wealth Management team in February 2016. In the short amount of time that has passed since then, the firm has evolved and grown more than either Aaron or I could have imagined. And if you go back to 2009, when Aaron started the firm, the changes are even starker. As we

## Pages

- [Home New](https://www.copiawealthmanagement.com/) - We’re a full-service financial firm that builds relationships first then provides custom, transparent solutions. Where do you want to grow? Let's meet.
- [About](https://www.copiawealthmanagement.com/about/) - We are a team in every sense of the word. Meet the Team Based in Bend, Oregon, our tight-knit, enthusiastic group works collaboratively to serve each of our clients, and each of our clients has full access to the expertise of the entire team. Aaron Boehm Fiduciary AdvisorPresident Louis Bennett Fiduciary Advisor Chief Strategist Geoff Gruetzmacher
- [Statement Upload](https://www.copiawealthmanagement.com/statement-upload/) - Statement Upload This form is fully encrypted and only accessible by the Copia team.
- [Tax Planning & Strategy](https://www.copiawealthmanagement.com/tax-planning-and-strategy/) - Tax Planning & Strategy Via Copia Accounting. How tax planning fits into wealth management. Copia Wealth Management does not provide tax preparation services. But tax strategy plays a meaningful role in nearly every financial decision we help clients navigate.With years of experience working alongside CPAs, we focus on identifying tax-aware opportunities, asking the right questions
- [Secure Form](https://www.copiawealthmanagement.com/secure-form/) - Client Intake This form is fully encrypted and only accessible by the Copia team.
- [Asset Management](https://www.copiawealthmanagement.com/asset-management/) - Asset Management The most important part of your asset management program is you. CUSTODIANS We offer the following custodian options — places where your assets are held in safekeeping in your name. Charles Schwab & Co., Inc.The world’s largest custodian, which provides cutting-edge advisor technology, a simple yet robust client dashboard, and full investment flexibility
- [Risk Management](https://www.copiawealthmanagement.com/risk-management/) - Risk Management The right amount of risk is like a good mattress — when it’s just right for you, you’re going to sleep better. CONCENTRATED POSITIONS Too-heavy weightings in any position could expose a portfolio to excess volatility and ultimately, loss of capital risk. A calculated exit strategy is essential to achieve de-risking of the
- [Estate & Legacy Planning](https://www.copiawealthmanagement.com/estate-legacy-planning/) - Estate & Legacy Planning Planning for your future means considering what happens when you’re no longer able to weigh in. ESTATE PLANNING We believe an important part of your retirement plan should include a personally crafted estate plan to help ensure your hard-earned legacy passes on according to your wishes. What is an Estate Plan?Your
- [Business Retirement Plan Services](https://www.copiawealthmanagement.com/business-retirement-plan-services/) - Business Retirement Plan Services Retirement plans not only help attract and retain talent, but more importantly — create peace of mind for your employees. PLANS We manage 401Ks, 403Bs, Simple IRAs, and more retirement vehicles for employers seeking to offer a this key benefit to employees (and a nice tax write-off for the employer). SIZES
- [Financial Planning](https://www.copiawealthmanagement.com/financial-planning/) - Financial Planning Establishing a destination without direction will only take you so far. We help draw a map so you can get where you’re going. GOAL ASSESSMENT We begin by helping you determine financial goals, taking into account the particularities and unique factors for each client. Short-term goals are those you hope to achieve in
- [Contact](https://www.copiawealthmanagement.com/contact/) - But enough about us. We want to know what makes you tick. Let’s talk. OFFICE 572 SW Bluff Dr #100, Bend, OR 97702 PHONE 541 647 2545 MESSAGE Name Email Message Send it.
- [Approach](https://www.copiawealthmanagement.com/approach/) - We’ve built our whole business philosophy on four simple principles. 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

## Categories

- [Uncategorized](https://www.copiawealthmanagement.com/journal/category/uncategorized/)
- [Quarterly Newsletters](https://www.copiawealthmanagement.com/journal/category/quarterly-newsletters/)
- [Market Commentary](https://www.copiawealthmanagement.com/journal/category/market-commentary/)
- [Miscellanea](https://www.copiawealthmanagement.com/journal/category/miscellanea/)