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 22 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