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 offer advice and guidance based on your individual goals. Our independence allows us to work with multiple custodians like Fidelity, Schwab, LPL and TD Ameritrade. We work for our clients and not the firm.
Working with a select number of clients, we are committed to building trusted relationships that span generations. Based in Marlton, 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.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Building Your Legacy
A four-step framework for building a personal legacy.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
What role would taxes play in your investment decisions?
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
Do you understand these common mobile slang terms?
Simple steps may help you foil hackers and protect your privacy.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
An amusing and whimsical look at behavioral finance best practices for investors.
Have you found yourself suddenly single? Here are 3 steps to take right now.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Do you know how to set up your financial goals for success? This knight does.
Estate conservation is too important to put off. Do you have a smart exit strategy?