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 strategy.
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.
<script src="https://www.riskalyze.com/hosted/d94948bcf16f8d2824d0/rq/lt/lg/btn.js" type="text/javascript" data-logo="1" data-button-title="Free Portfolio Risk Analysis" data-mce-src="https://www.riskalyze.com/hosted/d94948bcf16f8d2824d0/rq/lt/lg/btn.js"></script>
Helpful Content

Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.

Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Surprises
Making the most of surprises is a great reason to work with us.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
View all articles 
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
View all calculators 
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
View all presentations 
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.