The Independence to Serve Your Unique Wealth Management Needs
At Coppola Wealth Management, we take pride in being different. The financial services industry is changing as rapidly and dramatically as the world changes. In the industry, with thousands of available products designed to help millions of people, status quo is no longer sufficient. We tailor our strategies to fulfill the needs of each client, taking a holistic approach that yields a unique strategy for each person on our client list. No two clients have the same concerns and no two clients should have the same solution.
We are an independent firm and independence equals nothing short of freedom. Assisting high net worth individuals, families, and small business owners with comprehensive financial planning and wealth management, we only offer objective advice and guidance.
Working with a select number of clients, we are committed to building trusted relationships that span generations. Based in Mount Laurel, New Jersey, we work with clients throughout the nation. We invite you to contact us today for a free 30-minute consultation, and to see if we are a good fit for one another.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Do you understand these common mobile slang terms?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
This checklist can give you a quick snapshot of how prepared you are.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Apps that help small business owners better manage and grow their business.
Estimate how much of your Social Security benefit may be considered taxable.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
For women, retirement strategy is a long race. It’s helpful to know the route.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Even low inflation rates can pose a threat to investment returns.