Meet Elisabeth

Elisabeth Dawson

Elisabeth has been a financial adviser for over 22 years. She is the founder of Copia Wealth Management & Insurance Services and COPIA Wealth Management Advisors Inc., organizations that provide comprehensive financial advising with education to help her clients achieve their desired wealth goals. Her investment philosophy has been one of risk management and tax mitigation strategies. The cornerstone to her success is the vigilant recognition that losses hurt you more than gains help you.

 

Finding creative ways to protect and grow the assets of her clients has been her professional passion for over 22 years. She specializes in helping those that desire safe stable returns that deliver solid growth but want to see their principle protected with as little risk as possible. Her organization’s macroeconomic approach begins with a comprehensive evaluation of a client’s “Wish List” and financial engineering strategies to achieve successful results with minimized risk. Unlike other traditional financial planning firms, Copia Wealth Management & Insurance Services and Copia  Wealth Management Advisors Inc. with Elisabeth as President and CEO, educates and counsels her clients through every financial task and decision in their lives.

Elisabeth specializes in working with entrepreneurs, small businesses, individuals, couples, families and multi- generational legacy families. Her financial areas of expertise include: insurance, various investment strategies, income protection, tax mitigation strategies, and wealth accumulation strategies. If you would like to see how you may be able to increase the returns on your assets while decreasing your risk, then Elisabeth may be the one to help you.

 

At Copia Wealth Management Advisors, Inc., we enjoy the challenge of finding customized solutions to all of your financial needs. Whether you’re looking to increase the returns of your portfolio while decreasing the risks of investing, decrease your tax burden, or just get your financial affairs into order, Copia Wealth Management Advisors, Inc. is uniquely positioned to help you accomplish all of your financial goals.

Request an Assessment with Us

We can perform a number of different assessments to help you determine if you’re on the right track. Submit your details and we’ll be back in touch shortly. Feel free to email us at: Team@cwmainc.com

After years of hard work, you are looking forward to retirement. Choosing when to retire is an important decision and involves a number of issues you may want to consider in your retirement planning. The more you know before you start making decisions, the better off you will be in retirement.