Phone: (253) 848-2840

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  • The Journey

    “If you don’t know exactly where you’re going, how will you know when you get there?” 

     

    Steve Maraboli, Life, the Truth, and Being Free

     

  • Integrity

    "The greatness of a man is not in how much wealth he acquires, but in his integrity and his ability to affect those around him positively."

     

    Bob Marley 

  • Team Work

    "Teamwork divides a task and multiplies the success."

     

    Author Unknown

  • Imagine

    "Life is art.
    Life is beautiful.
    Life is love.
    Life is all you can…
    Imagine."

     

    Author Unknown

  • Quality of Life

    "The greatest day in your life and mine is when we take responsibility for our attitudes. That’s the day we truly grow up."

     

    John C. Maxwell

Who We Serve

Edgecombe & Coplin Wealth Strategies, LLC serves individuals, families and businesses who desire long term relationships built on consistent communication and thorough analysis that allows them to reach their life goals.  We help our clients attain their goals by always “Planning First and Investing Second”.

We provide our services on a Fee Basis. Whether it be building and managing a portfolio, coordinating with your attorney to help arrange an orderly estate distribution plan or helping to financially structure a business succession plan, our clients know we work hard to help address almost any question or concern.

Our clients enjoy working with our firm.  We are very serious about what we do and at the same time have fun with our clients.  For us, it is family.  Our clients engage us to help clarify and prioritize their goals and dreams, and determine how their assets can be efficiently deployed to attain these goals and dreams. Our desire is to help our clients create better futures by providing objective, personalized advice and service.

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