"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"

INVESTMENTS

SERVICES

PLANNING

2333 Camino del Rio South, Suite 240

San Diego, California 92108

Phone: 619.640.2622 Fax: 619.640.2600

FUN FACTS

57%

Investors

57% of investors have not set financial goals.

67%

People

67% of people have no financial plan.

77%

Gut Instincts

77% of investors are making decisions on gut instinct.

20%

Investment

Knowledge

20% of investors claim that their investment knowledge is very strong.