About Copa Wealth Strategies
Copa Wealth Strategies grew from my belief—shaped in a Dominican household—that financial planning is about more than numbers. It’s about protecting family, creating opportunity, and leaving a legacy.
With over 35 years of experience, I help senior executives and business owners bring clarity and confidence to their wealth, from retirement and exit planning to estate and insurance strategies.
As a bilingual advisor, I understand the cultural values and unique dynamics of the Hispanic community, and I design plans that honor both your financial ambitions and the traditions you hold dear.
Our Expertise
The team at Copa Wealth Strategies brings a wealth of experience and knowledge in financial services. With backgrounds in finance, investment management, and business consulting, Copa is well-equipped to guide clients through the complexities of financial planning. Copa is committed to staying at the forefront of industry trends and regulations to provide clients with the most relevant and effective strategies.
A few things that make Manny and Copa Wealth Strategies unique are:
🎯 Over 36 years of experience and training in financial services
🎯 A unique Client Experience Model based on a values-focused approach
🎯 The ability to work with Spanish-speaking clients
You’re not in the business of analyzing mutual funds, figuring out employee benefits, building portfolios, or tracking investments. Yet you spend a lot of your time worrying about your money and wealth and whether they are invested correctly, instead of spending time enjoying the things that matter most to you. Copa can be your business and financial “easy button."
Copa Wealth Strategies is here to relieve your stress and simplify your financial life.
If you’re ready to challenge traditional thinking and take a better approach to managing your business and personal wealth, then we invite you to schedule an introductory call so we can chat about your specific needs.
Who We Serve
At Copa Wealth Strategies, we specialize in serving senior executives and business owners. We understand the unique financial challenges and opportunities that accompany these roles, and we are dedicated to helping our clients navigate them with confidence and clarity.
How We Work
Our approach is centered on building strong, long-term relationships with our clients. We take the time to truly understand their financial aspirations, concerns, and values. By providing personalized guidance and unwavering support, we empower our clients to make well-informed financial decisions that align with their long-term objectives.
Your Financial Partner
Partnering with Copa Wealth Strategies means gaining a trusted ally in your financial journey. We are committed to delivering tangible value and peace of mind to our clients. Our comprehensive suite of financial services is designed to optimize your financial well-being and lay the groundwork for a secure and prosperous future.