GM
Financial Advisor
MH
Financial Advisor & Owner
LB
Fiduciary Advisor & Chief Strategist
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COPIA Wealth Management
Finance · Oregon, United States · 1-10 Employees
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Overview
Headquarters
790 SW Industrial Way Ste 100, Bend, Ore...Phone Number
(541) 647-2545Revenue
<$5 MillionIndustry
About COPIA Wealth Management
Copia Wealth Management is a full-service financial advisory firm based in Bend, Oregon, dedicated to building strong relationships with clients before providing tailored financial solutions. Their services include financial planning, asset management, business retirement plan services, estate and legacy planning, risk management, and tax planning. The firm primarily serves high-net-worth families, business owners, and executives seeking comprehensive financial guidance. With a commitment to transparency and personalized service, Copia aims to help clients achieve their financial goals and navigate complex financial landscapes.Explore more
COPIA Wealth Management Org Chart
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Frequently Asked Questions Regarding COPIA Wealth Management
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Copia Wealth Management is a full-service financial advisory firm based in Bend, Oregon, dedicated to building strong relationships with clients before providing tailored financial solutions. Their services include financial planning, asset management, business retirement plan services, estate and legacy planning, risk management, and tax planning.... Read More
