COPE Private Wealth

Cope Private Wealth serves individual and high-net-worth clients and provides tailored investment advisory and financial planning services, including managed discretionary and non-discretionary accounts, estate and risk‑management consulting, and written investment strategies. The firm reports managing approximately $88 million for about 170 clients and accepts account restrictions submitted in writing or by email.

The firm’s investment process centers on matching asset allocation to each client’s time horizon and risk tolerance and employs a mix of techniques — including asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchase strategies — with the stated objective of preserving purchasing power over the long term. Accounts are reviewed at least quarterly by the firm’s principal reviewer and the firm may adjust strategies in response to market events or changes in a client’s circumstances.

What is distinctive for a small supported RIA is the firm’s combination of a largely discretionary book of business with a single principal reviewer, a one‑time financial plan offering (with additional plans available for a fee), and an explicit disclosure about the use and oversight of service providers that incorporate artificial intelligence and machine‑learning components. The firm also requires use of a recommended clearing/custody platform, discloses it receives related benefits from that provider, and does not vote client proxies, leaving voting rights to clients unless advice is requested.