Coppola Wealth Management

Specialties

At our firm, we have the client – and only the client – in mind.

Our mission is to get to know and understand your needs, wants, and long-​term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking «out of the box» and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

History

Established in 2012.

At Coppola Wealth Management what you do not find is as important as what you do find. We have no «hot products,» «buy lists» or ulterior motives. As an independent financial planner, we are free to choose the products and services that work best for you. Integrity is the cornerstone of our approach to financial planning. Coppola Wealth Management, in contrast to many of today’s investment houses, does not offer proprietary funds and does not 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 our client. You are our priority, and we offer objective recommendations that integrate a broad scope of investments to help meet your needs.

Meet the Business Owner

Steven C.

Business Owner

Steven L. Coppola is the founder and managing partner of Coppola Wealth Management. He has 15 years of professional experience working with individual and corporate clients. Many of the client relationships have centered on managing investment assets for wealth accumulation, tax and cash flow management, retirement, education, and estate planning, as well as charitable gifting. Steven L. Coppola has earned a reputation for delivering excellence as a financial services professional and as a leader within the community. He has been a CFP® since 2003.

Prior to opening his firm, Mr. Coppola worked in the financial services industry as a Vice President with Fidelity Investments working exclusively with high net worth individuals concerning investments, estate planning, tax planning, college planning and retirement income planning.