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Welcome to Koppeser Wealth Counsel

Koppeser Wealth Counsel are your partners in the creation, building, protection and succession planning of your wealth.  

Working with an independent, experienced Financial Advisor provides access to unbiased professional advice, personalized service and dedication to addressing your unique concerns and future goals. We are your partner in assisting you to build a financial strategy which focuses on helping you to develop and clarify your future financial goals.  Whether you are currently in retirement, preparing for the next chapter in your life, or just starting out -  our team provides personalized attention to creating solutions that address the goals and individual needs you have in mind.

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Individuals & Families

We listen  to how you envision your opportune financial future, then together we create a plan of action to get you there.


Those who rely on professionals to guide their financial decisions are typically more confident, better informed and achieve greater prosperity throughout their lives.  


Streamline investments and assets  to better focus on your unique practice, succession plans or tax-saving strategies.

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With many years of combined experience in assisting highly valued clients, we ensure that our clients best interest is always first and foremost. We are your trusted partners in wealth creation and preservation.

Meet the Team ➠

Solution Oriented

The best interest of our clients always comes first. Bringing sound, honest, holistic goals-based advice allows our clients to live their best life.

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Client Focused

Your financial life doesn’t have to be complicated. Bookmark this helpful page to your one-stop-shop for financial tools, calculators and resources.

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Our Latest Insights & Articles

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