Welcome to Copper Canyon Wealth Management

Wealth, Retirement and Estate Planning - Investment Management and Insurance Services

Copper Canyon Wealth Management is an independent investment, insurance and wealth planning firm providing a holistic approach to planning, objective guidance, and an unbiased delivery of products, services and strategies from an unconstrained world of investment and insurance providers.

As LPL Financial Planners and the Managing Partners of Copper Canyon Wealth Management, we take pride in the personalized service we deliver to each of our clients. As a retired and highly decorated Detective from the Los Angeles County Sheriff's Department, Don takes a comprehensive investigative approach to evaluating the needs of our clients, while delivering an innate level of "Protect and Serve" care and service.  With more than a decade of high level investment management and insurance industry experience, we are well qualified to develop and customize an investment, insurance or planning strategy to meet each client’s unique circumstances.

Whether you require detailed investment advice, financial, retirement or estate planning, life, health, disability or long term care insurance, fixed or variable annuities, or a rollover of your 401(k), 403(b), 457 deferred compensation or Thrift Savings Plan, we're here to help you initiate, implement and comfortably move through the process.

Our relationship with LPL Financial provides us with the resources and support of the nation's largest independent financial services provider*, while maintaining the flexibility and independence we require to provide truly unbiased guidance to our clients.

We encourage you to browse other areas of our website, and should you have any questions, need additional information, or want to schedule an appointment, please email or call our office at 480-722-0202.  We look forward to meeting and working with you.

Donald and Sharon may also be contacted via their LinkedIn Profiles at:

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* As reported in Financial Planning magazine 1996-2011, based on total revenues.

LPL Financial and Copper Canyon Wealth Management are independent entities.  Securities, Financial Planning and Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC.  http://lplfinancial.lpl.com  Insurance products are offered through LPL Financial or its licensed affiliates.