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COPIA Wealth Management
Bend, Oregon, US

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Financial Advising

790 SW Industrial Way #100  Bend , Oregon, 97702

(541) 647-2545

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About Us

"At COPIA Wealth Management, we are small enough to know you, yet big enough to serve you. We recognize that no two situations are the same – each client has a unique attitude toward investing and a distinguished tolerance to risk. It is not until we fully understand your past history, present situation, and goals for the future that we will begin to formulate a comprehensive financial plan specifically tailored to you.
Our team of advisors at COPIA have come together from all different walks of life, but all with a common goal: to help as many people as we can, and to do it with the highest level of transparency, integrity and diligence to our clients."
Social Links:
https://www.facebook.com/copiawealthmanagement/

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