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 17 years of experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNER™ professional. 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.

Flexible Payment Options

We understand our clients have different needs and we seek to provide a transparent and straightforward fee structure. Based on a client’s financial situation, account size, and needs, we tailor the payment to fit the client, whether it’s fee-based, fee-only, or an hourly rate.