COPIA Wealth Management

Overview
Pictures
Hours
Products

790 SW Industrial Way #100, Bend, Oregon, 97702
(541) 647-2545
https://www.copiawealthmanagement.com/

About COPIA Wealth Management

Established January 2020

"At COPIA Wealth Management, we are small enough to know you, yet big enough to serve you. We recognize that no two situations are the same – each client has a unique attitude toward investing and a distinguished tolerance to risk. It is not until we fully understand your past history, present situation, and goals for the future that we will begin to formulate a comprehensive financial plan specifically tailored to you. Our team of advisors at COPIA have come together from all different walks of life, but all with a common goal: to help as many people as we can, and to do it with the highest level of transparency, integrity and diligence to our clients."