Copley Wealth Management

David Johnson a year ago

I and a guest were invited to Ruth Chris steak house to a financial seminar. Every financial advisor I have seen wants you to do a Roth conversion which I think is a bad move .. you pay the taxes now for an investment which may have no tax later, tax laws can change, the investment can go down. I myself will let my traditional IRA grow as big is as possible and pay the RMDs as they happen and reinvest what is left over. I also have a Roth IRA. One of the ideas presented at the seminar was to sell valuable real estate and put that into a losing DST investment to avoid IRS and state taxes. Why put your assets in an il-liquid losing investment? The promise that DST is showing a loss for tax purposes and will then go up is a fraudulent misrepresentation no financial advisor can guarantee. According to Google AI "Undervaluing a Delaware Statutory Trust (DST) to offset a real estate sale is not permissible with the IRS and is a form of tax fraud. Deliberately undervaluing assets to reduce your tax liability can lead to severe penalties, including hefty fines and possible criminal charges" What gets me the worst is Copley Financial kept calling me and I kept telling them to take

gina james a year ago

This group is amazing to work with! Philip is so knowledgeable and patient as we made our decision to switch groups. Really appreciate the entire team and looking forward to many years of wise financial assistance :)

María Patricia Alvarez Del Castillo 2 years ago

I am so impressed with Copley Financial Group. After attending a social security seminar for retirement presentation at the local community center, I made an appointment to sit down with Dave to learn more. He is knowledgeable and very professional and has taught me so much about making vast financial choices. He is also very patient with my many questions and promptly gets back to me and my family with any follow-up information. During the past few years, when the market fluctuated due to circumstances such as bank failures, Dave was very proactive in keeping me informed, often sending update messages. Thanks for looking out for my future.

Claudia Piedra Rojas Edited 2 years ago

We switched to Copley Financial several months ago. Wish we had done it sooner! Regardless. they had a comprehensive and thoughtful plan for us in no time that made it easy to sleep at night once we took the plunge a year ago. Their amiable, smart and responsive team has made our communications easy and efficient, explaining options and never talking over our heads. We appreciate the tax knowledge as well. A big plus! All in all, we are glad to be part of the Copley client family and know that we will be taken care of in years to come.

Laura Lyons 6 years ago

My husband grew up knowing the Copley family, so we had confidence that the Group would likely help us to organize our finances well, but we really had no idea how incredibly welcoming and accommodating they would be. Once we met with them, they not only diversified our portfolio in such a way that the “hit” during Covid-19 was minimal (and still recovering!), but they also created our Family Trust at an incredibly reasonable price, and our finances are protected there, too. I cannot say enough good things about them, and have recommended several of our friends to them, and they’ve also entrusted their finances to them. A+ company!!