Our Services

At Copper Canyon Wealth Management, we provide personalized service to address your unique investment, insurance and financial planning needs. Our process incorporates a total wealth management approach that features:

Personal Financial Planning

Personal financial planning is at the core of the services we provide to individuals and families seeking to build, preserve and manage wealth over time.

Investment management, retirement income planning, education planning, tax and estate planning, and risk analysis are components of a larger, more comprehensive financial plan designed to help address multiple financial and lifestyle goals. Your plan also provides for your heirs or charities and defines the legacy you choose to leave.

Through our secure client wealth planning website, we offer our clients a complete snapshot of every financial balance you have across financial accounts and institutions. With your permission, the site can be accessed by your other trusted advisors including attorneys and CPAs.

This complete aggregation of balances from your checking, savings, investment accounts, credit card companies and mortgage companies provides you with an accurate, daily net worth statement that then dynamically overlays your financial plan, enabling you to see if you are on track every step of the way. Clients can access account balance and transaction history through LPL Account View or CCWealthView. 

Learn More: CCWealthView

Learn More: Financial Planning Video

Learn More: Our Wealth Management Process - Organize. Analyze. Plan.

Fee-based financial planning services are offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC.

Investment Management 

As an investor, your portfolio is more than just a collection of different investments—it’s a resource you depend on to help fund the goals you have in life. Whether you’re building, preserving or transferring wealth, our investment portfolios can be as individualized as you need them to be. Our investment strategies help simplify the complex process of investment management and deliver a personalized portfolio structure to address your changing needs over time. Together, we’ll pursue your unique financial goals and align your investment strategy with your vision for the future. 

Learn More: Investment Management

Learn More: Investment Management Video

Retirement Planning 

Whether you are preparing to retire or have already retired, a sound strategy is crucial to: 

• Meeting your retirement income needs, desires and expenses.
• Maintaining lifestyle choices and priorities.
• Ensuring that long-term goals and aspirations are funded for travel, healthcare, estate planning, charitable giving and other goals. 

We can help you develop a comprehensive plan to: 

• Identify and pursue your lifetime income goals.
• Minimize taxes on income—now and during retirement.
• Evaluate the variables in your retirement plan to ensure alignment with your objectives. 

Copper Canyon Wealth Management Advisors do not provide tax advice. Please consult with your tax advisor. 

Learn More: Tax Management Strategies

Education Planning 

Whether you’re paying tuition costs now or saving for a future goal, it’s important to ensure that your education strategy is compatible with working towards your retirement income and related financial objectives. Tax considerations and retirement income needs must be weighed and evaluated before choosing a specific strategy. It’s important to remember that while education expenses can be funded through borrowing, retirement expenses cannot. 

Since we’re an independent firm, we’re under no pressure to recommend proprietary education savings programs or investment products. Our only concern is which program best meets your needs. The following are among the most popular education savings plans available today: 

• 529 Plans
• Coverdell Education Savings Accounts
• Uniform Gifts to Minors Act
• Uniform Transfers to Minors Act