About

In 2010, Rob Copeland founded Copeland Wealth Management, LLC in response to what he saw as the failing financial system. Banks, Brokerage Firms, and Insurance companies with whom he and other financial advisors trusted their client's money with seemed to be drifting away from doing what was in the best interest of their clients to doing what is best for their bottom line. As a market capitalist, Rob understood that businesses are in the business of making money, but he whole heartedly believes there needs to be a balance between these two objectives. Rob felt like this balance had been lost, therefore, He started Copeland Wealth Management, a client first Registered Investment Advisor geared toward helping clients meet their financial goals and objectives through independent and objective advice.

1 Why Copeland Wealth Management?
2 Meet the Team
3 Our Approach
4 Our Clients
5 Our Process
6 Strategic Alliances

Market Snapshot

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We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

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