Empower yourself with expert financial guidance to achieve fiscal health and wealth. Copa Wealth Strategies offers personalized services covering cash flow structuring, investments, insurance, debt management, tax planning, and financial organization to help corporate executives and business owners secure their financial future.
ABOUT
COPA WEALTH STRATEGIES
At Copa Wealth Strategies, we specialize in providing tailored financial strategies to corporate executives and business owners. Our mission is to empower clients to achieve fiscal health and secure their financial future through personalized financial planning and wealth management.
CLIENT SUCCESS STORIES
Client Reviews & Stories
Discover how corporate executives and business owners have benefited from Copa Wealth Strategies' financial advisory services. Explore their success stories and learn how we've helped them achieve their financial goals and secure their financial future.
Yesenia M.
"Working with Manny is great. He's put me on the right path towards financial freedom by showing me the impact of the decisions I make about my money. His coaching approach is empathetic and educational. I'm glad I hired him."
Angel R.
"Manny is a fantastic leader who ensures alignment, drives personal accountability, evals results, and never a legacy of greatness."
Kelly W.
“I own a business and when it came to choosing my team of support professionals, I chose Manny Martinez for my financial management needs. His expert advice is comprehensive and ranges from business strategies to investments to retirement planning. Manny’s educated and thoughtful solutions are customized so I can achieve the goals that are important to me.”
Robin M.
"Manny is extremely knowledgeable in his field, responsive, kind, caring, and truly concerned for clients. He is great value for money spent!"
Andre L.
"Manny has a wealth (seriously, a WEALTH) of experience and expertise, is immensely personal, professional, and a trusted person to talk to."
Nick K.
"Manny is an integrous person and business partner. He is always prompt to follow up with and communicate about referrals, and clients always love him. Even more important probably is I know they are getting 5-star advice at a 5-star financial planning company. "
Olivia F.
"Manny is a professional and a hard working person "
All testimonials provided voluntarily by current clients and not compensated. There are no conflicts of interest to disclose.
HOW WE HELP
Our Process
Our financial advisory process is designed to understand your values around money, financial goals, and current financial position. We then create a personalized financial strategy to help you achieve your objectives.
Values
Goals
Current Position
02
Strategic Plan
Strategies
Recommendations
Solutions
03
Implementation
Review Plan
Implement
Monitor
01
Financial Roadmap
This is how we deliver a financial strategy that's personalized to your specific needs, goals and objectives.
Personalized Planning
Tailored Strategies
During our initial consultation, we discuss your financial aspirations and create clear, achievable goals tailored to your unique circumstances and professional demands.
Based on your goals, we develop a personalized financial plan that includes cash flow structuring, protection and investment planning, tax and retirement planning, and estate planning as well as financial organization strategies to optimize your financial well-being.
Ongoing Support
Progress Tracking
We continuously track your progress and adjust strategies as needed to help you achieve financial success. With regular check-ins, we ensure that you are on the right path towards your financial goals.
Our team provides continuous support and guidance to ensure you stay on track with your financial goals. We are here to help you navigate any financial challenges that may arise in your professional and personal financial journey.
GET IN TOUCH
Connect With Us
Have a question or want to download one of our free white papers? Reach out to us today. Our team is ready to assist you on your financial journey and provide the support you need for your financial success.