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.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Here are 4 great, and sometimes unexpected, places to raise a family.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
How long does a $20 bill last?
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Investors seeking world investments can choose between global and international funds. What's the difference?
Here are five facts about Social Security that might surprise you.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
How do the markets usually react to elections? Was the 2016 election any different?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?