Power Wealth Management

Matthew Lambert is a financial advisor with Power Wealth Management in Alpharetta, GA, holding Series 63 and Series 66 licenses and 19 years of industry experience. Prior to joining Power Wealth Management, he worked at Fidelity Personal and Workplace Advisors and Fidelity Investments for a combined nine years. He is also licensed as an independent insurance agent and is associated with Power Protection Strategies, LLC, an insurance agency, dedicating up to 10% of his time to these activities. Power Wealth Management is a SEC-registered advisory firm serving individual and high-net-worth clients with comprehensive wealth management, financial planning, discretionary portfolio management, and retirement plan consulting. The firm employs an investment approach that includes client goal assessment, discretionary allocations across various asset classes, and the use of derivatives and margin in managed accounts, alongside educational seminars for retirement plan participants.

Brett Power is a CFP®, CFA®, and Series 66 licensed financial advisor with 17 years of industry experience. He is the founder of Power Wealth Management and has previously worked at firms including Fidelity Brokerage Services and Kestra Advisory Services. Outside of advisory work, Mr. Power owns Powerful Ventures, LLC, which partly owns an insurance agency, and he provides consulting services for My Retirement Workshops, a company offering retirement workshop marketing and consulting. Power Wealth Management is a SEC-registered advisory firm serving individual and high-net-worth clients with comprehensive wealth management, financial planning, discretionary portfolio management, and retirement plan consulting. The firm employs a team-based investment approach involving an Investment Committee and offers client portfolios that may include derivatives and margin, alongside educational seminars for retirement plan participants.

Ian Rivero is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Power Wealth Management. His prior roles include positions at Calamos Wealth Management and Baker Avenue Asset Management. Outside of his advisory work, he is involved in retirement workshop consulting through My Retirement Workshops, LLC. Power Wealth Management is a SEC-registered advisory firm that serves individual and high-net-worth clients with holistic wealth management, financial planning, discretionary portfolio management, and retirement plan consulting. The firm’s investment approach includes an Investment Committee that sets strategy, with advisors implementing discretionary allocations across various asset classes and occasionally employing derivatives and client-elected borrowing.

Nicholas Coppola is a CFA® charterholder with 14 years of industry experience. He is currently a member of the five-advisor team at Power Wealth Management in Alpharetta, GA, where he has worked since 2023. His prior roles include positions at Mercer Global Advisors Inc., Kays Financial Advisory Corp., and Thompson Research. Outside of his advisory work, he serves as a part-time consultant providing research and analysis for Henderson Ridge Consulting in the utility industry. Power Wealth Management serves individual and high-net-worth clients with holistic wealth management, financial planning, discretionary portfolio management, and retirement plan consulting. The firm’s investment process involves an Investment Committee that sets strategy, with advisors managing discretionary allocations across various asset classes, including the use of derivatives and client-elected borrowing in managed accounts.

Pamela Tate is a financial advisor at Power Wealth Management with three years of industry experience. She holds a Series 65 designation and has worked at Power Wealth Management since 2023, with prior experience at T3 Trading Group, LLC and as a self-employed professional. Outside of advisory work, Ms. Tate is licensed as an insurance agent and is associated with Power Protection Strategies, LLC, where she spends a portion of her time engaged in insurance-related activities. Power Wealth Management is a SEC-registered advisory firm serving individual and high-net-worth clients with wealth management, financial planning, discretionary portfolio management, and retirement plan consulting. The firm employs an investment process guided by an Investment Committee and offers a range of strategies including equities, ETFs, and derivatives, while also providing educational seminars and retirement plan services.

Christine Kopin is a financial advisor at Power Wealth Management with a Series 66 designation and three years of industry experience. She previously worked at Morgan Stanley and E*TRADE Capital Management. Outside of finance, Kopin is a freelance illustrator specializing in fashion, portrait, and bridal commissions. Power Wealth Management is a SEC-registered advisory firm serving individual and high-net-worth clients with comprehensive wealth management, financial planning, discretionary portfolio management, and retirement plan consulting. The firm’s team of five advisors manages approximately $381 million across about 222 client accounts, employing a client-focused investment process that includes the use of derivatives and educational seminars for retirement plan participants.