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.


Our Products

We provide personalized products and comprehensive service in the areas of Investments, Insurance, Financial Planning and Trust Services.

Please review the lists below for additional information:


  • Fee-Based Asset Management 
  • Personalized Investment Strategies
  • Retirement Income Strategies
  • Mutual Funds
  • Exchange Traded Funds
  • Unit Investment Trusts
  • Alternative and Strategic Investments
  • Insured Cash Management
  • Government Securities
  • Variable Annuities
  • Equity Indexed Annuities
  • Fixed Annuities
  • Individual Bonds
  • Individual Stocks
  • Brokerage Accounts
  • Traditional IRAs
  • Roth IRAs
  • SEP IRAs
  • Simple IRAs
  • Retirement Plan Rollovers - 401(k), 403(b), 457, TSP 
  • Self Employed 401(k) and Profit Sharing Plans
  • Small Business 401(k) and Profit Sharing Plans
  • Corporate 401(k), Deferred Compensation and Profit Sharing Plans


  • Term Life Insurance
  • Whole Life Insurance
  • Universal Life Insurance
  • Indexed Universal Life Insurance
  • Variable Universal Life Insurance
  • Second-To-Die Life Insurance
  • Long Term Care Insurance
  • Life and Long Term Care Planning Insurance
  • Health Insurance - Individual and Group*
  • Disability Income Insurance

*LPL Financial does not offer Health Insurance and is not affiliated with the provider. 

Financial Planning

  • Retirement Planning
  • Investment Planning
  • Lifetime Income Planning
  • Insurance Planning
  • Personal Budget Planning
  • Employee Retirement Plans - 401(k), 403(b), 457, TSP 
  • College Education Planning
  • Tax Planning
  • Estate and Trust Planning

Trust Services*

  • Revocable Living Trusts
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Special Needs Trusts
  • Irrevocable Trusts
  • Irrevocable Life Insurance Trusts
  • Private Foundations
  • Family Office Group Relationships
  • Agency Relationships
  • Guardianship Services
  • Rabbi Trusts

*Comprehensive Trust Services are provided in all 50 States through LPL Financial's affiliation with The Private Trust Company, N.A..  For additional information, please visit: