Financial strategies for every season.

Schedule an appointment at Copperline Wealth Management & Planning for a complimentary review of your investments.

Your Financial Advisors in Cody, Wyoming

We’re here for you.

Copperline Wealth Management & Planning is here to help you plan for life events that have an impact on your financial future, we will support you by providing clarity on complex issues, and forming a plan for your pathway forward. 

Meet the Team

Our Services

Wealth Planning & Investment Services

Retirement Income & Distribution Planning

Tax Reduction Planning

Family Wealth Planning

Looking out for your future

At Copperline Wealth Management & Planning, we build a plan that is customized to your needs. From asset management to financial planning, we’ll be sure to meet with you to find a financial strategy.

From planning your long-awaited retirement day to prepping for your child’s college tuition, we can help manage your assets and estate.

We can help you with questions like:
  • What does my retirement look like?
  • How much will college cost for my children?
  • Do I have enough saved to retire?
  • How do I set up a 401k?
  • How do I protect my inheritance/invest my inheritance?
  • How do I leave a legacy for future generations?
Tips & Tricks
January 24, 2022

Articles About Financial Advising in Cody, WY—Or Wherever You Live

Much has happened in the past year and we want to share a full recap. If you missed some of our articles, we encourage you to check them out and…
Luke McNeely
Tips & Tricks
November 24, 2021

Partnering With a Financial Advisor in Cody, WY: Thankful Fiduciaries

All we can say is, “Wow.” Your partnership in the last year has been incredible. Without you, we couldn’t do what we love most: financial advising, crunching numbers, and—most importantly—building…
Luke McNeely
Retirement & Savings
October 15, 2021

Retirement Financial Planning for Your Future

It’s never too early to start your retirement financial planning. No matter your age, employment status, or location, it’s crucial to consider your future finances. The first question to ask…
Luke McNeely

Contact.

307.586.1880

Located in Cody, Wyoming

1517 Rumsey Ave
Cody, Wyoming 82414

luke@copperlinewealth.com

View our Client Relationship Summary

Sara Schauermann and Luke McNeely are Registered Representatives with and Securities offered through LPL Financial member FINRA & SIPC. Investment advice and financial planning offered through Financial Advocates Investment Management, a registered investment advisor. Financial Advocates Investment Management, Copperline Wealth Management & Planning, and LPL Financial are separate entities.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, ID, KY, LA, MI, MT, NH, NY, NC, ND, PA, TX, UT, VA, WY.