We’re here for you.
By helping you plan for life events that have an impact on your financial future, we will support you by providing clarity on complex issues, and forming a plan for your pathway forward.
Welcome to Copperline, your fiduciary and financial advisors in Cody, WY.
Wondering about your future financial status?
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?
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.