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“There are two great days in a
person’s life – the day we are born
and the day we discover why”

– William Barclay

Wealth management isn’t
a linear process.

Building and accumulating wealth, as well as multigenerational financial planning, is constantly changing as life does. Priorities shift, circumstances change, opportunities arise. Successful wealth management isn’t simply creating one lifetime financial plan, it’s careful, ongoing consideration and appropriate response to the ever-changing events of life.

At Cope Private Wealth, we understand this concept and are committed to being a lifetime financial partner. We’re small and agile, with access to a vast range of financial products and services. We’re not transactional like big wire houses. We understand each client’s situation is different. And we’re personally committed to helping our clients navigate their goals and establish a financial present and future that reflects their family’s values and dreams for many generations to come.

Our Approach Makes Us Different

Services & Opportunities

Paterson Cope



Pat offers comprehensive financial planning that integrates budgeting, insurance and risk management, investment, retirement, tax and estate considerations to make sure your assets are working as efficiently as possible.

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Wealth Advisor

Bobby graduated summa cum laude from the University of Alabama Honors College in May of 2017. He completed a dual degree program, earning a master’s degree in Human Environmental Sciences with a concentration in Family Financial Planning and Counseling, as well as a B.S. in Human Environmental Sciences, with a concentration in Consumer Sciences. At Alabama, Bobby was a member of Delta Kappa Epsilon social fraternity, as well as many other groups and honor societies on campus.

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Bobby Cope