COPIA WEALTH MANAGEMENT ADVISORS, INC.

Overview

Copia Wealth Management Advisors, Inc. is an independent registered investment adviser serving individual and family clients, with a particular focus on financial planning and portfolio management for individuals and small businesses. The firm operates as a capital allocator, running discretionary portfolios and also offering selection-of-other-advisers services when client needs require specialized strategies. As an insurance broker, Copia integrates insurance solutions into its advice, using those capabilities to place annuity and other insurance-based products where appropriate. Investment activity centers on pooled public funds and mutual funds as the primary implementation vehicle. The firm charges clients through a mix of percentage-of-AUM, hourly and fixed fees, and other fee arrangements, which supports both ongoing portfolio management and stand-alone planning engagements. Copia does not identify as an active ESG investor and maintains a relatively compact, regional practice rather than a large multi-state platform.

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Location & Offices