Copperline Wealth Management & Planning

We’re here for you.

By helping you plan for life events that have an impact on your financial future, we will support you by providing clarity on complex issues, and forming a plan for your pathway forward.

We’ve aligned with LPL Financial as its broker-dealer in order to maximize the value we can bring to our clients. As the nation’s largest independent broker-dealer*, LPL Financial provides the flexibility, utility, and credibility that we feel our clients deserve. With industry-leading tools and no allegiance to any particular product, this partnership allows our advisors to be completely objective in the investment vehicles they recommend while also enhancing their ability to keep their clients informed and engaged in their finances.

LPL Financial is one of the leading financial services companies and the largest independent broker-dealer in the nation*. For more than two decades, LPL Financial has served as a strategic partner in supporting financial advisors in their goals of growing and protecting their clients’ wealth. LPL Financial maintains a focus on reducing the complexity of running a financial services practice so advisors can focus on what they do best—helping their clients conquer their financial goals and fulfill their dreams.

• Wealth Planning & Investment Services
• Retirement Income & Distribution Planning
• Tax Reduction Planning
• Family Wealth Planning