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Our Services

At Coppola Wealth Management, we work with affluent individuals, families, and small business owners in our local New Jersey and Pennsylvania area, as well as across the nation. We believe it’s critical to address all elements of a client’s financial picture and, as a result, we offer a wide range of services that tie together into one comprehensive plan.

Investments and Wealth Management

We can help you create an investment portfolio that produces an appropriate diversification based on your objectives and risk tolerance. Professional investment management may provide you access to investments you may not have had otherwise, including a wide variety of traditional and alternative investment classes. We can assist with:

  • Brokerage Accounts
  • Traditional IRAs
  • Roth IRAs
  • SIMPLE IRAs
  • SEP IRAs
  • Group Retirement Plans
  • Small Business Retirement Plans
  • Pension Plans
  • Mutual Funds
  • Stocks
  • Bonds
  • Annuities
  • Foundations
  • Trusts
  • 529 Plans

Financial Planning

We help you establish your goals in life, both short and long-term, determine your assets and liabilities, and evaluate your current financial position. From there, we can create and implement a strategy, focusing on your needs and objectives. All of our services, from wealth management to estate planning, tie into the overall financial plan we develop. Within financial planning, we assist with:

  • Pre-Retirement Planning
  • Post-Retirement Planning
  • Family Risk Management
  • College Funding
  • Estate Planning
  • Charitable Giving
  • Business Succession Planning
  • Small Business Planning

Insurance

A key component of financial planning is mitigating risk. Everyone wants to feel secure and having the right insurance may help you feel confident with your financial plan. We can offer:

  • Fixed Life Insurance
  • Variable Life Insurance
  • Term Life Insurance
  • Long-Term Care Insurance

Tax Planning

It’s common for individuals and families to neglect tax planning until the final months leading up to the tax filing deadline. However, by implementing tax strategies throughout the year, individuals may be able to reduce the taxes they pay or avoid unnecessary taxes. We can help clients identify possible solutions, including:

  • Income Tax Reduction
  • Estate Tax Minimization
  • Gift Tax Planning
  • Social Security Planning
  • Charitable Giving