The Independence to Serve Your Unique Wealth Management Needs
At Coppola Wealth Management, we take pride in being different. The financial services industry is changing as rapidly and dramatically as the world changes. In the industry, with thousands of available products designed to help millions of people, status quo is no longer sufficient. We tailor our strategies to fulfill the needs of each client, taking a holistic approach that yields a unique strategy for each person on our client list. No two clients have the same concerns and no two clients should have the same solution.
We are an independent firm and independence equals nothing short of freedom. Assisting high net worth individuals, families, and small business owners with comprehensive financial planning and wealth management, we only offer objective advice and guidance.
Working with a select number of clients, we are committed to building trusted relationships that span generations. Based in Mount Laurel, New Jersey, we work with clients throughout the nation. We invite you to contact us today for a free 30-minute consultation, and to see if we are a good fit for one another.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
The item most homeowners forget on their home improvement project checklist is insurance.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Read this overview to learn how financial advisors are compensated.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
This questionnaire will help determine your tolerance for investment risk.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Here is a quick history of the Federal Reserve and an overview of what it does.
Learn how to harness the power of compound interest for your investments.
When markets shift, experienced investors stick to their strategy.
Do you know how to set up your financial goals for success? This knight does.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.