About Us

Piecing Together Your Financial Puzzle

At Coppola Wealth Management, we're all about people. Founded in Marlton, New Jersey by Steven Coppola in 2012, we're a boutique firm that's all about putting our clients first. We know that the traditional sales-focused approach to wealth management isn't for everyone. That's why Steven left a large nationally known wealth management firm after nearly 15 years to create Coppola Wealth Management, a firm that's all about getting to know our clients personally.

From high school to today, Steven's passion for finance has never wavered. He's dedicated his life to helping clients pursue their financial goals by solving complex puzzles. We know that everyone's financial picture is different and often disorganized. Our job is to help you make sense of it all, piece by piece, to create a cohesive plan that meets your unique needs.

Our business is built on a foundation of thoughtful client relationships.

At Coppola Wealth Management, we're not just another financial services company. We're a team of dedicated professionals who are personally invested in our clients' success. We don't work with everyone, just those we know we can help. With our concierge level of service, we'll work with you to address every element of your financial picture, serving as the quarterback of your team of professionals. Our ultimate goal is to help you feel confident in your financial future. We hope you'll browse the various resources available on our website, and we welcome the opportunity to meet and discuss your unique financial circumstances.

What We Strive For

At Coppola Wealth Management, we believe in providing our clients with comprehensive wealth management solutions.

We understand that every client is unique, and we work closely with each individual to develop a customized financial plan that reflects their specific goals and aspirations. Whether you are looking to grow your wealth, manage your investments, plan for retirement, or protect your assets, we are here to help.

Our team of experienced professionals is committed to delivering exceptional service and support to our clients. We pride ourselves on our experience, integrity, and commitment to excellence, and we are dedicated to helping our clients achieve their financial objectives.

At Coppola Wealth Management, our philosophy is based on two key principles: goal-based planning and fiduciary responsibility.

As fiduciaries to our advisory clients, we are committed to always putting our clients' needs first. This means that we operate with the highest standards of integrity and professionalism, and we are always transparent about our fees and compensation. In our advisory business, we only accept payment from clients, not commissions from firms for product placement. This helps ensure that our advice is always in our clients' best interests.

Our team wants to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand that personal finance challenges can be overwhelming – from managing debt to saving for college to retirement. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking outside the box, and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. Since our firm’s inception, we have always been inspired by the dreams and aspirations of our clients, and we hope that they are inspired by us as well.

What Makes Us Different

At Coppola Wealth Management, we are committed to offering our clients impeccable service, independent advice, open communication, and ongoing education. When working with us, we believe you can benefit from the following:

Independence

As an independent firm, we are not tied to any one product and we don’t have any quotas to meet. Instead, we have the freedom to offer independent and personalized recommendations. Rather than focus on selling products, we are committed to creating strategies designed to help you pursue your goals.

Close Relationships

We truly enjoy working closely with our clients and their families. As a result, many of our client relationships have spanned generations, as we work with clients’ children and grandchildren. In order to remain focused on our relationships, we only work with a select number of clients.

Concierge Service

Many of our clients are looking for assistance with more than just their investments. Whether they are considering purchasing a new home or car, we can help clients evaluate all of their financial decisions and determine if or how they will affect their financial strategies.

Experience and Credentials

Steven Coppola has more than 25 years of experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNER™ (CFP™) professional and an Accredited Investment Fiduciary (AIF®). Only a select group of advisors have fulfilled the rigorous education requirements necessary to become a CERTIFIED FINANCIAL PLANNER™ professional. This certification means a financial advisor has met rigorous professional standards and has agreed to adhere to the principles of integrity, confidentiality, professionalism, and diligence when working with clients. The Accredited Investment Fiduciary® (AIF®) Designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met certain requirements to earn and maintain the credential. The purpose of the AIF® Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.