From planning your long-awaited retirement day to prepping for your child’s college tuition, our team of professionals are committed to putting your interests first.

Tailoring a Plan Just For You
At Copperline Wealth Management & Planning, we build a plan that is customized to your needs. From asset management to financial planning, we’ll be sure to meet with you to find a financial strategy.
We can help you with questions like:
- What does my retirement look like?
- How much will college cost for my children?
- Do I have enough saved to retire?
- How do I set up a 401k?
- How do I protect my inheritance/invest my inheritance?
- How do I leave a legacy for future generations?
Looking Out for Your Future
At Copperline Wealth Management & Planning, we build a plan that is customized to your needs. From asset management to financial planning, we’ll be sure to meet with you to find a financial strategy.
Big Credentials, Small Town Feel.
Meet Sara Schauermann, CFP® and Luke McNeely, MBA, CFP®
Certified Financial Planner® Professionals
When you hire a CFP® professional, you hire a trusted advisor who has committed to putting your interests first. That’s because, as part of their certification, a CFP® professional commits to acting as a fiduciary—acting in your best interests when providing financial advice and financial planning services.

Schedule an appointment at Copperline Wealth Management & Planning for a complimentary review of your investments.
Contact.
307.586.1880
Located in Cody, Wyoming
1517 Rumsey Ave
Cody, Wyoming 82414
View our Client Relationship Summary
Sara Schauermann and Luke McNeely are Registered Representatives with and Securities offered through LPL Financial member FINRA & SIPC. Investment advice and financial planning offered through Financial Advocates Investment Management, a registered investment advisor. Financial Advocates Investment Management, Copperline Wealth Management & Planning, and LPL Financial are separate entities.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, ID, KY, LA, MI, MT, NH, NY, NC, ND, PA, TX, UT, VA, WY.