COPIA Wealth Management is a full-service financial firm based in Bend, Oregon, dedicated to building strong relationships with clients before providing customized and transparent financial solutions. Their comprehensive services include financial planning, asset management, business retirement plans, estate and legacy planning, and risk management.

The team at COPIA consists of experienced professionals who prioritize relationship-building and community involvement, reflecting the firm's family-oriented values. With a commitment to helping clients achieve their financial goals, COPIA Wealth Management fosters a collaborative environment where every member is invested in the success of their clients.

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