Building and accumulating wealth, as well as multigenerational financial planning, is constantly changing as life does. Priorities shift, circumstances change, opportunities arise. Successful wealth management isn’t simply creating one lifetime financial plan, it’s careful, ongoing consideration and appropriate response to the ever-changing events of life.
At D. Paterson Cope Wealth Management, we understand this concept and are committed to being a lifetime financial partner. We’re small and agile, with access to a vast range of financial products and services. We’re not transactional like big wire houses. We understand each client’s situation is different. And we’re personally committed to helping our clients navigate their goals and establish a financial present and future that reflects their family’s values and dreams for many generations to come.
Pat Cope is a CFP® designee and offers comprehensive financial planning that integrates your insurance, investment, retirement, tax and estate considerations into his practice to make sure your financial assets are working as efficiently as possible. For tax and estate considerations, your attorney and CPA are consulted for guidance.Read Paterson's Bio
Pat Cope is a CFP® designee and offers comprehensive financial planning that integrates your insurance, investment, retirement, tax and estate considerations into his practice to make sure your financial assets are working as efficiently as possible. For tax and estate considerations, your attorney and CPA are consulted for guidance.
Pat has been providing comprehensive financial planning for his clients for more than 30 years. He has expertise in customizing financial plans designed to manage and preserve wealth consistently over the long term. He has earned the professional designation of Certified Financial Planner™ practitioner.
By being certified by the CFP® Board, Pat has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP® certification process that includes highly demanding education, examination, experience and ethical requirements.
Pat is a graduate of the University of Alabama and a member of the Independent Presbyterian Church. Originally from Montgomery, he lives in Mountain Brook with his wife, Jennifer. They have two sons, Bobby and Charlie.
It’s all about a comprehensive plan—prioritizing your goals and developing a strategy to protect and grow your retirement assets. Whether retirement is off on the horizon or you’re already enjoying the time you’ve earned, we’ll help you meet retirement income needs, maintain lifestyle choices and priorities, and ensure that long-term goals and aspirations are well funded.Close