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VerifiedFinancial Services· Founded 2020

Copa Wealth Strategies

Copa Wealth Strategies employs a values-based process to help you achieve your financial goals. It addresses the skill set as well as the mindset. We believe in providing an oasis for busy families to pause, reflect, and tune in to their own greatness so that they can regroup for their next leap forward.

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HeadquartersSalem, United StatesEmployees4(1 to 10)Founded year2020Websitecopawealthstrategies.comLinkedIn profileLinkedIn

Verified contacts

3

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LinkedIn employees

4

1 to 10 range

Open roles

no listings

Distinct roles

2

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

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Decision-makers and verified team members

3 contacts with verified email or phone · masked until revealed.

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Top roles at Copa Wealth Strategies

2 distinct titles indexed · top 2 shown.

  • 1field underwriter
  • 1managing partner

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