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Widows & Divorcees
(Main Content/niche markets)
It is unfair to have to deal with financial matters during a time of pain and loss—yet doing so is imperative. At Copeland Wealth Management, we understand how important it is to have a trusted advisor ...
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Executives and Professionals
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... makes the services of a trusted financial advisor essential. Rob Copeland, the founder of Copeland Wealth Management, has helped countless corporate executives, medical and legal professionals and other ...
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FAQ
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Frequently Asked Questions Who has my money? The majority of Copeland Wealth Management's accounts are custodied at Sterne Agee, a privately held financial services firm based in Birmingham, Ala. Sterne ...
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Estate Planning
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... Wealth Management, we partner with the best estate-planning experts in the business to help eliminate uncertainties and minimize taxes. Together, we will work to create the elements of a solid ...
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Retirement Planning
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... Wealth Management comes in. We work closely with clients to determine exactly how much income they will need in retirement, how much they need to save, and when they will be able to retire. We help them ...
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401k
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... Wealth Management is experienced in helping employers set up 401(k) plans, and in helping employees make the best decisions about their employer-sponsored plans. ...
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IRAs
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... have been signed into law on seven occasions, paving the way for specialized new versions and increasing the amount that can be contributed to the accounts. Copeland Wealth Management stays on top of ...
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Portfolio Management
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Every investor is different. Each has unique goals, and each is comfortable with a specific level of investment risk. Copeland Wealth Management manages investment portfolios with these considerations ...
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Welcome
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Copeland Wealth Management, LLC, is a holistic, fee-only registered investment advisor with offices in Clarksville, Tenn. We help build and mantain wealth through a combination of customized direct investment ...
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Contact
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Copeland Wealth Management, LLC 124 Franklin St Clarksville, TN 37040 931-245-1930 (Office) 931-933-7629 (Fax) Map & Directions ...
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Strategic Alliances
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Charles Schwab The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. ...
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Our Approach
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At Copeland Wealth Management, we determine our clients’ goals, objectives and risk tolerance in order to build detailed, customized financial-action plans. Based on each plan, we provide clear guidance, ...
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Our Clients
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Copeland Wealth Management provides advisory services for a wide range of clients, including: Retirees and retirement savers Widows, including military widows Professionals, including bankers, ...
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Meet the Team
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... Rob founded Copeland Wealth Management, a Registered Investment Advisor. As a fiduciary investment advisor, Rob accepts no sales commissions; he provides objective advice to his clients and acts purely ...
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Why Copeland Wealth Management?
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Many financial firms have a narrow focus: Selling investment products to their clients. At Copeland Wealth Management, we prefer to take a holistic approach. We want to help you pinpoint and meet all ...
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about
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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 ...
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services
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At Copeland Wealth Management, LLC we work closely with our clients building comprehensive financial plans tailored uniquely to each clients’ personal needs and goals. Throughout the planning ...