Welcome to Copper Canyon Wealth Management Group

Wealth, Retirement and Education Planning - Investment and Insurance Services

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

As Managing Partners and LPL Financial Planners at Copper Canyon Wealth Management Group, 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, Donald delivers a true "Protect and Serve" mentality to his team and valued clients.  With more than a decade of high level investment and insurance industry experience, Donald and Sharon are well qualified to develop and customize a financial plan, investment or income distribution strategy, and/or risk management plan to meet each client’s unique circumstances.

Whether you require detailed investment advice, financial, retirement or estate planning, life, disability, health or long term care insurance, fixed or variable annuities or simply rolling over your retirement plan from your company’s 401(k), 403(b), deferred compensation or thrift savings plan, we're here to help you initiate, implement and move through the process each step of the way.

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 would like to schedule an appointment, please email or call us 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 Group 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.