The Cope Private Wealth Difference
We work primarily with pre-retirees and retirees to help you go from point A - where you are now - to point B - having the financial resources available to live comfortably for the rest of your life. We strive to grow your financial assets prudently with as little taxation as possible.
Our source of compensation is what we charge you, so we only get a raise when your account goes up in value. We prosper only when you prosper.
Advisors have the CFP® designation
Our advisors are CFP® certificants and must always abide by the Code of Ethics and Standards of Conduct.
All-Inclusive Fees
Most financial planning firms charge an initial comprehensive financial planning fee as well as a planning fee for plan updates PLUS an asset management fee. We combine financial planning fees and asset management fees which often results in a lower "all in" cost to you.
Following The Fiduciary Standard
By following the Fiduciary Standard are required to act solely in your best interest.
Meet our Team
Financial planning is a collaborative process and have found rapport is the single biggest determinant of a successful financial planning relationship.
Pat Cope, CFP®
Founder
Bobby Cope, MS, CFP®, CPWA®
Wealth Advisor
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Contact Us
Phone:
205-536-7771
Email:
pat@copepw.com
Address:
3300 Cahaba Rd, STE 201, Birmingham, AL, 35223, United States
Cope Private Wealth is an investment adviser registered in Alabama and Texas and able to provide advisory services to clients in these states and other jurisdictions as permitted by exemption.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Past Performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or recommendation to buy, sell or hold a security. No recommendation or advise is being given as to whether any investment strategy is suitable for an particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute® (the Institute) is the owner of the certification marks "CPWA®," and "Certified Private Wealth Advisor." Use of CPWA®, and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.
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