wealth by design

Do you find yourself working tirelessly, day in and day out, without feeling you are making any progress toward improving your financial future and achieving your dream retirement? What if you could start living your best financial life today, while still recognizing substantial progress toward your ideal future? Take the most important step and get started today on the path to realizing your own extraordinary success and true Wealth by Design.

Reviews and Testimonials

Elisabeth is a very special person. She truly cares about each of you and gets her strength from helping everyone understand the steps to financial wellness.

- Bobbie V.

Elisabeth Dawson of Copia Wealth Management has been my financial advisor and she's guided me through divorce, rough markets and recently, her guidance has allowed me to buy a house! She listens to what matters and what stage in life and she helps you clarify your life goals so you financial goals align and become reality. I highly recommend her. San Diego, you're lucky to have a financial genius in your midst.

- Jeannie W.

Wealth By Design is an excellent primer for how to plan for retirement. I recently became a client of Copia Wealth Management and Elisabeth used the processes described in her book to structure a solid retirement plan for me. Where I once had much angst regarding my retirement, I'm now very confident about my retirement. I couldn't be happier with my decision to partner with Copia Wealth Management.

- Mike R.

Easy to read & packed with lots of good information about getting ready to be ready! Traditional finances are a thing of the past and the biggest hurdle we have is getting past what our parents did for planning. Since everyone has a different "story" this book just opens the door a crack so you can peer in a little to consider actually meeting with Elisabeth for a private consultation to evaluate your unique options and opportunities. Opened my eyes to how insurance can vary and be your bank during the many phases of your life and not having to always rely on a traditional bank for funds. I am creating my own banks that I have control over and setting up retirement vehicles that I can control and disperse later or borrow on today! Thinking outside the traditional boxes of yesterday. Regardless of your age, give it a read, then let Elisabeth open your eyes and mind.

- Jonathan O.

Wealth by Design gives individuals the opportunity to choose to dream big and change their financial destiny no matter what stage of life you are in! This book gives one a comprehensive look into possible holes in financial planning and educates you on learning to invest in yourself! Learn how to customize and personalize your financial plan depending on your financial goals! Find money in unexpected places and let your wealth multiply! I have immensely benefited from Elisabeth's down to earth, easy to understand advice. Thank you Elisabeth!!

- Monica S.
A must read and a quick read. Thank you Elisabeth Dawson! Retirement takes financial planning and discipline. Why not work with a professional who knows what she’s doing? Questions I have been asking were answered. I highly recommend this book to all who are thinking about retirement or are already retired.
- Camille M.

This is a great financial informational booklet. In my opinion, it's a must have to help get your questions formulated for your professional financial planner. Elisabeth has helped me so much with my retirement planning and found money for me where I never would have known to look. If you are seeking a financial planner I highly recommend Elisabeth, she is the consummate professional.

- Lola M.

Elisabeth's book gives you an insight how to better manage your finances, how to maximize protection for your loved ones, how to plan for your retirement. I have personally benefited from her advice. The book is a good introduction and easy to follow along. It will make you want to seek her advice for maximum benefit.

- David C.

I love how such delicate information was written in a practical and comprehensive way and most importantly with heart. It just gave me a wider vision of many hidden actions that need to take place for the sake of my financial wealth and health. The extra bonus, It's a fast read!

- Grace

Elisabeth gives a sensible and logical approach for retirement and financial independence.

- Salvatore P.

Elisabeth does an excellent job of explaining her advisory process and her strategies for retirement planning. Elisabeth’s deep desire to help people with this important topic comes through in every chapter.

- Bryan D.

Thank you, Elisabeth, for writing a book that's easy to understand for a layperson. Lots of info packed into an easy read. With all the great information I am not so afraid of retirement. After losing half of my retirement money in a divorce I am confident with Elisabeth's planning info I should be able to recoup before retirement. A must read (an easy read) for everyone!

- Anonymous

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.

Investment advice offered through Copia Wealth Management Advisors, Inc.
Copia Wealth Management Advisors, Inc. is a registered investment adviser.


CA LIC #0C71264, #0G81294

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