Our Philosophy

Investment Strategies and Financial Plans Aligned with Clients’ Individual Needs

At Coppola Wealth Management, we believe that what you do not find is as important as what you do find. We don’t have “hot products,” “buy lists,” or ulterior motives. As an independent firm, we have the freedom to choose the products and services that we believe work best for you.

Integrity is the cornerstone of our approach to financial planning. Unlike many of today’s investment houses, we do not offer proprietary products, nor do we engage in investment banking activities. We are able to invest with any provider with no institutional bias and no potential conflict of interest. Our allegiance is strictly to you, our client. You are our priority, and we offer objective recommendations that integrate a broad scope of investments to help address your needs.

We seek to put clients first in all aspects of our business. We are dedicated to providing comprehensive investment and financial planning services and we work hands-on with clients to help them work toward their financial goals. Together, we evaluate and plan for long-term wealth.

Our investment philosophy is based on our belief that the most important investment decision an investor can make is not which investment to buy; but rather, how assets should be allocated based upon the investor’s attitudes, objectives, circumstances, and risk-taking capacity. Our principal focus is client service and providing straightforward financial advice. While some advisors push their company’s own investment products based on sales quotas, we work with you to develop an investment strategy that is tailored only to your individual needs and goals.