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.
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.Read Pat's Bio
Pat has been providing financial advice to his clients for more than 30 years. He has earned the designation of Certified Financial Planner™ practitioner. By being certified by the CFP® Board, Pat has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP® certification process that includes highly demanding education, examination, experience and ethical requirements.
Pat is a graduate of the University of Alabama. Originally from Montgomery, he lives in Mountain Brook with his wife, Jennifer. They have two sons, Bobby and Charlie.Close
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.Read Bobby's Bio
As a CFP®, Bobby offers comprehensive financial planning including budgeting, insurance and risk management, investment, tax, retirement and estate planning.
In his spare time, Bobby enjoys running half marathons, playing golf and pickup basketball and watching sports – particularly SEC football.Close