We Are Dedicated to Serving Your Best Interests.

More Than Picking Stocks and Managing Assets.

Again, computers can pick stocks. They can adjust portfolios. And yes, the internet is full of investing and financial management information. But what it lacks is knowledge and experience. The internet won’t take time to get to know you. The internet is not going to answer the phone when you need some guidance. But we aim to.

That sets us apart from the internet and technology-only investing and wealth management. But what sets us apart from other advisors?

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We’re Independent.

We aren’t part of some big brokerage firm. We’re a locally based, independent financial advisory firm. This is an important distinction for many reasons. The primary one is that we are dedicated to serving your best interests. We don’t have to make sales quotas or achieve a bunch of goals handed down from corporate. 

Independence also means we can offer you a greater variety of products. You see, when you work with a representative from a big firm, they typically can only utilize products offered by the big firm. As independent advisors, we can go out into the greater marketplace and find the exact product you need. This means, quite simply, that you get what you need.

We Put You First.

At Copper Pass, we aim to put our client's needs first. Not our firm. Not our bottom line. You. Because connecting you to the future you want is our mission — and our passion.

We’re A True Partner.

When you become a client, we create a customized financial plan — which includes an investment plan — and put it into action. We’ll monitor and adjust as your life or the market changes. But that’s just the beginning.

We want to help you make smart decisions throughout your life. In fact, we encourage you to reach out to us whenever you’re making any decision that affects your finances. Considering changing jobs? We probably need to talk about rolling over your 401(k) and how salary changes will affect your financial plan and tax situation. Diagnosed with a chronic disease? We’ll help you review your life insurance coverage and potentially discuss long-term care insurance.

The bottom line is we’re not just investment managers or financial planners. We’re your partner, and we want to make sure that regardless of what changes or curveballs life throws your way, you’re still on track to achieve your goals.