Copa Wealth Strategies Unveils Financial Initiative For Business Owners and Corporate Executives To Build Strong Financial Foundations

Salem, Oregon–(Newsfile Corp. – April 24, 2023) – Copa Wealth Strategies, a financial services practice with over 33 years of experience, has announced the launch of a new initiative focused on helping business owners and corporate executives build strong financial foundations.

The initiative introduces aspects like business planning services and various individual and family financial planning dedicated to help clients gain a comprehensive view of their finances, plan for the future, and make better financial decisions.

According to Manny Martinez, the founder of Copa Wealth Strategies, many business owners and corporate executives face significant challenges when it comes to financial planning. “Our clients often pay too much in taxes, lack a comprehensive view of their finances, and do ad-hoc planning with multiple advisors who don’t communicate with each other,” Martinez explains. “We’re committed to changing that by providing a comprehensive approach that includes investments, insurance, taxes, legal, debt, and other key financial matters.”

To better serve their clients, Copa Wealth Strategies has partnered with leading providers of tax, business valuation, debt, legal, and other services. This allows the firm to offer a one-stop-shop for all their clients’ financial planning needs, no matter where they live.

In addition to offering comprehensive financial planning services, Copa Wealth Strategies stands out in the industry for its use of technology and artificial intelligence. The firm’s virtual platform allows clients nationwide to access the financial planning services they need, while bi-lingual agents help Spanish-speaking clients feel more comfortable and confident in their financial planning.

“We want to make financial planning accessible to everyone, regardless of their location,” says Martinez. “Our virtual services allow us to service clients nationwide, and we are proud to serve both English and Spanish-speaking communities.”

Copa Wealth Strategies’ approach to financial planning is rooted in the belief that retirement is not a product, but a strategy. By taking a comprehensive view of their clients’ finances and using technology to organize all information, the firm helps clients make better financial decisions and plan for the future.

“We take clients from organizing their finances in junk drawers to using technology to organize all of their information and gain insights so they can make better financial decisions,” says Martinez.

To learn more about Copa Wealth Strategies and their comprehensive approach to financial planning, visit their website at www.copawealthstrategies.com or follow them on Facebook and LinkedIn.

Contact:
Manny Martinez
Copa Wealth Strategies
(503) 217-4150
info@copawealthstrategies.com

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To view the source version of this press release, please visit https://www.newsfilecorp.com/release/163419