"Copia Wealth Management Advisors Inc., takes a more personal approach to addressing the financial challenges of clients with substantial assets.
Our investment strategies and financial management solutions are carefully customized for each of our clients and their family needs.
We pride ourselves on offering a more complete range of services that clients require today, with the individual attention, due diligence, risk management discipline and objectivity you expect
from a trusted advisor."
-Founder, Elisabeth Dawson
Elisabeth Dawson, RFC, LUTCF
"An Independent Financial Advisor and Fiduciary"
2333 Camino del Rio South, Suite 240
San Diego, California 92108
Phone: 619.640.2622 Fax: 619.640.2600