About Us
The Cambridge English Dictionary defines rapport as “a good understanding of someone and an ability to communicate well with them. Since financial planning is a collaborative process, We’ve found rapport is the single biggest determinant of a successful financial planning relationship. If you are interested in our services, I invite you to come by for a visit and see if we hit it off.
Our team of experts provides a wide range of wealth management services in and around the Bermingham, Alabama area.
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Bobby Cope, MS, CFP®, CPWA®
Wealth Advisor
See Your Wealth, Shape Your Future
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Phone:
205-536-7771
Email:
pat@copepw.com
Address:
3300 Cahaba Rd, STE 201, Birmingham, AL, 35223, United States
Cope Private Wealth is an investment adviser registered in Alabama and Texas and able to provide advisory services to clients in these states and other jurisdictions as permitted by exemption.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Past Performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or recommendation to buy, sell or hold a security. No recommendation or advise is being given as to whether any investment strategy is suitable for an particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute® (the Institute) is the owner of the certification marks "CPWA®," and "Certified Private Wealth Advisor." Use of CPWA®, and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.
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