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.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
The gig economy has been on the rise for years, for better or for worse. Of the 10 million jobs created in the US between 2005 and 2015, a staggering 94 percent were in the category of “alternative work,” meaning gig work or other temporary employment.
Consolidating your assets onto one platform can reap multiple benefits.
Spoiler alert: interest on excess reserves, forward guidance, and asset buys will remain important.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Is your estate in order? This short quiz may help you assess your overall strategy.
An inside look at how marginal income tax brackets work.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much you have the potential to earn during your working years.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to compare the future value of investments with different tax consequences.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Here’s a crash course on saving for college.
What is Life Insurance? Part 1
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Disability happens to more people, more often than you may think, and it lasts longer, too.
How will you weather the ups and downs of the business cycle?
Learn why protecting your student loan payments is an important aspect of your income protection strategy.