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FAQ
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Frequently Asked Questions Who has my money? The majority of Copeland Wealth Management's accounts are custodied at Sterne Agee, a privately held financial services firm based in Birmingham, Ala. Sterne ...
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Estate Planning
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... from the distribution of your estate to who will care for your children. That’s a scenario that no one wants, and preparing a will and other legal documents is critical in order to avoid it. At Copeland ...
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Retirement Planning
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Saving for retirement is a great idea, but do you know how much you really need to save? Addressing such practical questions is the key to making your dream retirement a reality—and that's where Copeland ...
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401k
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... retire. New wrinkles on 401(k) plans include participant-directed plans, which allow employees to choose among mutual funds, and sometimes other investments, including stock in their employer. Copeland ...
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IRAs
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... have been signed into law on seven occasions, paving the way for specialized new versions and increasing the amount that can be contributed to the accounts. Copeland Wealth Management stays on top of ...
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Portfolio Management
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Every investor is different. Each has unique goals, and each is comfortable with a specific level of investment risk. Copeland Wealth Management manages investment portfolios with these considerations ...
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Welcome
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Copeland Wealth Management, LLC, is a holistic, fee-only registered investment advisor with offices in Clarksville, Tenn. We help build and mantain wealth through a combination of customized direct investment ...
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Contact
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Copeland Wealth Management, LLC 124 Franklin St Clarksville, TN 37040 931-245-1930 (Office) 931-933-7629 (Fax) Map & Directions ...
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Our Approach
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At Copeland Wealth Management, we determine our clients’ goals, objectives and risk tolerance in order to build detailed, customized financial-action plans. Based on each plan, we provide clear guidance, ...
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Our Clients
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Copeland Wealth Management provides advisory services for a wide range of clients, including: Retirees and retirement savers Widows, including military widows Professionals, including bankers, ...
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Meet the Team
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Rob Copeland President & CEO The son of a small-businessman and an elementary school teacher, Rob grew up in the Grassland community of Franklin, Tenn. He graduated from David Lipscomb High ...
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Why Copeland Wealth Management?
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Many financial firms have a narrow focus: Selling investment products to their clients. At Copeland Wealth Management, we prefer to take a holistic approach. We want to help you pinpoint and meet all ...
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about
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In 2010, Rob Copeland founded Copeland Wealth Management, LLC in response to what he saw as the failing financial system. Banks, Brokerage Firms, and Insurance companies with whom he ...
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services
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At Copeland Wealth Management, LLC we work closely with our clients building comprehensive financial plans tailored uniquely to each clients’ personal needs and goals. Throughout the planning ...