Planning for the future isn’t just about you, it’s about the people that matter most in your life. Copperline Wealth Management & Planning provides clear, thoughtful guidance to help you protect your family, manage inheritance decisions, and plan for future generations.
We work with individuals and families throughout the Big Horn Basin who want to make confident, well-informed decisions about their long-term legacy.
Major life events—such as receiving an inheritance, planning for family support, or thinking about the future—can bring complex financial questions. We help you slow down, understand your options, and make decisions aligned with your values and goals.
Our legacy and family planning services are designed to answer questions like:
We focus on clarity and confidence during moments that matter most.
When you work with Copperline Wealth, your best interests always come first.
Both Sara Schauermann, CFP® and Luke McNeely, MBA, CFP® are Certified Financial Planner® Professionals, which means we follow a fiduciary standard. Our advice is:
We take a holistic view of your finances to ensure your plans support both your current needs and your future legacy.
Services may include:
All guidance is personalized to your family’s goals and circumstances.
CERTIFIED FINANCIAL PLANNER® professionals have attained the standard of excellence in financial planning by meeting education, experience and ethical standards, and as part of their certification, they have made a commitment to CFP® Board to serve your best interests today to prepare you for a more secure tomorrow.
Copperline Wealth proudly serves individuals and families throughout the Big Horn Basin and beyond. We understand the importance of family, community, and long-term relationships, and we take that same care with your financial planning.
If you’re navigating inheritance decisions or thinking about how to protect your family’s future, we’re here to help.
What should I do if I receive an inheritance?
It’s important to take time to understand your options before making decisions. Legacy planning helps you align inheritance choices with your long-term goals and values.
Can you help with family financial planning?
Yes. We help families think through long-term financial decisions and create plans that support multiple generations.
Is legacy planning only for high-net-worth families?
No. Legacy planning is about making intentional decisions for the future, regardless of asset size.
How does legacy planning connect with retirement planning?
Legacy planning works alongside retirement planning to ensure your financial decisions support both your lifestyle and your long-term wishes.
Do you work with clients in the Big Horn Basin?
Yes. We serve clients throughout the Big Horn Basin and surrounding communities with local, personalized guidance.
307.586.1880
1517 Rumsey Ave
Cody, Wyoming 82414
