Your  wealth is more than just a number: It is the means to reach your goals and to secure your family’s future. That’s why Copeland Wealth Management approaches our clients’ wealth with as much expertise and care as if it were our own.

While other firms invest their clients’ assets in a cookie-cutter format that is most convenient for the advisor, we take a different approach. Working within one-on-one relationships, we provide customized, discretionary asset management. We carefully structure portfolios to balance risk and return, and we take advantage of the best investment opportunities as they arise.

And because we believe it is always important to look far ahead, we work closely with respected professionals to protect your wealth from taxes and to ensure that it’s used to meet your goals.

Copeland Wealth Management’s clients include both individuals and multi-generational families. We also work with those who have sold their businesses and are ready to graduate to the next level of financial guidance and partnership. 

Wealth never comes easily. At Copeland Wealth Management, we know what it's worth to you.

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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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