If you’re thinking about retirement, investments, or your long-term financial future, Copperline Wealth Management & Planning provides clear, personalized retirement and wealth planning to help you move forward with confidence.
We work with individuals and families throughout the Big Horn Basin who want straightforward guidance, honest answers, and a plan they can trust.
With a focus on your wellbeing, our team will work with you to design a wholesome wealth management plan that aims to grow and protect your assets. As financial advisors committed to our fiduciary duty, we will make specific recommendations on investments in advisory accounts that are dependent on who you are as an individual. No matter your financial background, the amount in your portfolio, or where you are located, the Copperline team is here to help.
Every service offered at Copperline is based on our clients’ unique financial backgrounds and circumstances. Tax reduction planning is an essential part of what our financial advisors do, as taxes are a large part of wealth management. Our team believes in having a deep understanding of each client’s situation and collaborates with tax professional partners when needed. By incorporating this into your overall financial planning, you’ll receive a higher level of care and be provided with the education and guidance necessary to be tax efficient. This will help keep more dollars in your pocket and maximize your ability to contribute to investments and retirement plans.
Setting yourself up for retirement starts now. When it’s your turn to enter into this new phase of life, it will be important to make sure you are set up for success. That way, when you’re no longer working full time, you will have the opportunity to live comfortably. Our team of financial advisors will work to develop tailored retirement and distribution plans that will be ready for you when it’s your time to retire. If you’ve already entered into retirement and have questions about your month-to-month expenses, or just need some extra guidance, it’s not too late! Our team of advisors can help you make decisions that are specific to your retirement goals.
Providing for your family is an essential part of life. While carefully planning your individual finances, considerations for future generations is also a priority for many of our clients. If family wealth planning is something you value and would like to pursue, the financial advisors at Copperline will work to ensure this is part of your overall wealth management plan.
We employ a team approach in managing client portfolios, and the portfolio management team is formally referred to as the Investment Committee. The Investment Committee is responsible for security selection and portfolio construction within the confines of our investment process and in accordance with the client’s investment objectives and guidelines. This team approach to management helps to ensure that clients receive truly comprehensive advice and solutions for their unique objectives.
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.
We’ve aligned with LPL Financial as its broker-dealer in order to maximize the value we can bring to our clients. As the nation’s largest independent broker-dealer*, LPL Financial provides the flexibility, utility, and credibility that we feel our clients deserve. With industry-leading tools and no allegiance to any particular product, this partnership allows our advisors to be completely objective in the investment vehicles they recommend while also enhancing their ability to keep their clients informed and engaged in their finances.
LPL Financial is one of the leading financial services companies and the largest independent broker-dealer in the nation*. For more than two decades, LPL Financial has served as a strategic partner in supporting financial advisors in their goals of growing and protecting their clients’ wealth. LPL Financial maintains a focus on reducing the complexity of running a financial services practice so advisors can focus on what they do best—helping their clients conquer their financial goals and fulfill their dreams.
· Enabling technology
· Comprehensive clearing and compliance services
· Practice management programs and training
· Independent research
Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. For more information about LPL Financial, visit www.lpl.com.
* As reported in Financial Planning magazine 1996-2020, based on total revenues.
307.586.1880
1517 Rumsey Ave
Cody, Wyoming 82414
