Copia Wealth Management

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Copia Wealth Management — overview

About

Copia Wealth Management is a US-based wealth manager. The firm provides investment advisory services to its clients on both discretionary and non-discretionary basis. The services it offers include financial planning, Asset management, business retirement plan services, estate planning and Risk management services to individuals, high net worth individuals, pension and profit-sharing plans, plan participants and small businesses or corporations.

Copia Wealth Management - known decision makers (2)

Contact Name	Position	Location	Email	Telephone	Asset Class
	President and Fiduciary Advisor	Bend, US			GEN
	Chief Compliance Officer & Chief Operations Officer	Bend, US			GEN

Showing 2 of 2 known decision makers Copia Wealth Management

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