At Copeland Financial, we work with family wealth, business owners, and top business executives.
We take pride in giving back to the communities that have helped us along the way,
just like the families we serve.
Who We Serve
We serve individual investors and families by helping determine and manage their personal goals,
preferences, and risk tolerance for their retirement.
When you’re facing a transition in your life, whether it’s a job change, a divorce, the passing of a loved one, or transitioning into retirement, we’re here to help you make sense of all of your options as you move forward.
We will work with you to understand all of your available financial options, help set priorities, and guide you through tough decisions.
We help develop and implement wealth management plans that account for all of the family’s assets—especially the business. Our approach is born from experience as business owners that are faced with many of the same challenges, like succession planning, protecting your business and key employees, 401(k) plans, and more.
We possess experience in managing concentrated stock portfolios, stock options, and deferred compensation plans.
We can help executives navigate charitable giving strategies, intergenerational wealth transfer planning, and insurance strategies (life, disability, health, and long-term care).
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