Copia Wealth Management Advisors, INC.

Copia Wealth Management Advisors helps individuals, families, businesses, and trusts build and manage their wealth. The firm operates by partnering with various third-party asset management firms and turnkey asset management programs to handle day-to-day portfolio management, while Copia Wealth Management Advisors maintains the client relationship and monitors your goals and risk tolerance. In addition to investment management, the firm provides comprehensive and issue-based financial planning covering areas such as retirement, taxes, estate planning, and insurance assessments. Copia Wealth Management Advisors also conducts due diligence on alternative investments for accredited investors. The firm does not charge performance-based fees and has no account minimums.