Broker Check

1830 S. Alma School Road, Suite 104
Mesa (Phoenix), AZ 85210
Office: 480-248-6953

Copper Canyon Wealth Management

Your Vision. Our Guidance.


Copper Canyon Insurance Services

The Advisors at Copper Canyon Wealth Management and Copper Canyon Insurance Services are licensed and highly experienced insurance agents providing full-service insurance planning and policy delivery services through LPL Insurance Associates. In doing so, we offer access to a non-proprietary insurance platform providing choice and objectivity in meeting the simplest to the most complex insurance need. With fixed and variable products available from more than twenty-four (24) of the nation's most highly rated and widely recognized insurance companies, we're able to meet the needs of most every client.

Independent and Professional Advice

As independent insurance agents, we are well-positioned to provide our clients with independent and objective insurance advice. Our comprehensive list of insurance companies and available products allows us the ability to analyze our clients' needs and identify the most appropriate product, company and pricing for each situation. Our insurance product strategies include:

  • Term Life
  • Whole Life
  • Universal Life (UL)
  • Second-to-Die Life                                                      
  • Variable Universal Life (VUL)
  • Disability Income
  • Health Insurance (Individual and Group)*
  • Insurance Strategies for Business Owners
  • Irrevocable Life Insurance Trusts (ILITs)
  • Long-Term Care (Traditional and Hybrid Options)
  • Structured Settlements
  • Trust Settlement

Sophisticated Insurance Strategies

We understand many of our high-net-worth clients require sophisticated insurance strategies. Our scale and depth of insurance company relationships provide us access to the industry’s top underwriters, advanced case designers and estate planning attorneys. To help leverage our many insurance resources, we have access to a concierge team of experts—our dedicated LPL Insurance Associates Premier Case Services Team. This team evaluates our large cases up-front for potential medical, financial, and capacity issues, and then, applies the resources needed to successfully place our client’s policy.

For cases with large face amounts or situations where the client’s health is impaired, we can secure tentative offers from multiple companies without shrinking the reinsurer’s pool. This process will maintain our client’s privacy by not reporting health issues to the Medical Information Bureau for tentative offers. 

*LPL Financial does not offer health insurance and is not affiliated with the provider.

 Insurance products are offered through LPL Insurance Associates or its licensed affiliates.