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.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
The true cost of raising a child may be far more than you expect.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Do your insurance needs stay the same when the nest empties?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you should be saving for college.
A presentation about managing money: using it, saving it, and even getting credit.
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
How federal estate taxes work, plus estate management documents and tactics.
Here’s a quick guide to checking to see if you have unclaimed money.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
How will you weather the ups and downs of the business cycle?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Understanding the cycle of investing may help you avoid easy pitfalls.
In the world of finance, the effects of the "confidence gap" can be especially apparent.