SERVICES
Services Tailored to You
We offer personalized strategies designed to help you grow, protect, and transfer your wealth efficiently.
Tax Strategies for Retirement
We help you identify potential tax-saving opportunities before and during retirement. Our goal is to maximize your after-tax income and preserve your wealth.
Social Security & Medicare Planning
We guide you through key decisions around Social Security and Medicare. Together, we build a plan that supports your health and financial well-being.
Budgeting in Retirement
A confident retirement starts with a sustainable plan. We create personalized budgets that align with your lifestyle and long-term goals.
Beneficiary & Estate Planning
Ensure your assets pass to the right people in a tax-efficient way. We help you structure your estate with clarity and intention.
Tax Strategies for RMDs
Required Minimum Distributions (RMDs) can create unexpected tax burdens. We design strategies to help manage and potentially minimize their impact.
Tax Planning for 1099 Income
Independent income brings unique opportunities and challenges. We help you navigate deductions, savings strategies, and proactive tax planning.
Are Your Retirement Benefits Working Together Efficiently?
Do you know how to optimize your retirement plan, Medicare, and Social Security to minimize taxes and maximize your income? Small adjustments today can make a big difference in the long run.
19%
of the U.S. population is covered by Medicare
97%
of U.S population is receiving or will receive Social Security benefits
Trusted Partners in Wealth Planning
At Cope Private Wealth, we believe financial planning is about more than growing assets — it’s about building a life, a legacy, and a future you can feel confident about. We specialize in tax planning, tax-efficient investing, beneficiary strategies, and estate planning, creating tailored strategies for individuals and families who want to make the most of what they’ve earned. With a commitment to transparency, personalized service, and long-term thinking, we’re here to guide you every step of the way.
Take Control of Your Financial Future
Discover personalized strategies designed to help you plan, invest, and protect your wealth with greater confidence.
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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