DO YOU WANT TO MAKE YOUR MONEY LAST?
ELISABETH M. DAWSON, Fiduciary, President and CEO
CopiaWealthManagement & Insurance Services, is not your typical financial adviser. We help you understand your entire relationship with money so you can build a solid financial foundation “What are you working for?What motivates you? What are you willing to sacrifice to get what you want? Armedwith this insight and our guidance, you canmake sound decisions that reflect your goals and priorities.”
CopiaWealthManagement is dedicated to crossing off every itemon your financial wish list. • Retirement & Estate Planning • TaxMitigation for Business Owners • Comprehensive Financial Planning • Family Protection • Asset Protection • Asset GapProtection • Multigenerational Legacy Planning
COMPLIMENTARY CONSULTATION
COPIA WEALTH MANAGEMENT & INSURANCE SERVICES 2333 Camino del Rio South, Suite 240, San Diego, CA 92108
619-640-2622, team@copiawm.com CopiaWM.com, ElisabethDawson.com
CA Lic.# 0C72164, 0G81294 Investment advice offered through Copia Wealth Management Advisors, Inc. Copia Wealth Management Advisors, Inc. is a registered investment adviser.
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