ABOUT

Elisabeth Dawson is the founder of Copia Wealth Management & Insurance Services, an organization that provides financial and insurance advising with education to help her clients achieve their desired wealth goals.

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, Elisabeth 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. Elisabeth’s financial areas of expertise include: insurance, various investment strategies, income protection, tax mitigation strategies, and wealth accumulation strategies.

With 20 years of experience, Elisabeth is more passionate than ever about helping as many people as possible to achieve the dream of their own ideal future and exceed their expectations for a secure retirement.

"I take the process seriously and deliver a full view of money, great possibilities, and precise strategies."

- Elisabeth M. Dawson

The information provided in this website is for informational and educational purposes only. This website is not investment advice nor is it intended to address the financial needs of any particular viewer. The opinions expressed of this website are not intended to be an endorsement of any particular investment strategy or service.  You must make an independent decision regarding investments or strategies mentioned throughout the website. Before acting on information in this website, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from a financial or investment adviser.

CA LIC #0C71264, #0G81294