About Wealth Management by CommunityAmerica

A Focus on Your Financial Peace of Mind

Wealth Management by CommunityAmerica is rooted in helping individuals, business owners and families with financial and investment planning to help them achieve a financial peace of mind, regardless of their stage in life. Our commitment to your financial well-being remains steadfast, evolving with the introduction of innovative solutions.

Our Wealth Advisors continue to be the cornerstone of personalized financial and investment planning. Understanding that every financial journey is unique, we craft financial roadmaps that can assist you with your financial goals and aspirations. Whether your focus is on building and preserving wealth, planning for education expenses, saving for retirement, or leaving a lasting legacy, our Wealth Advisors stand ready to guide you through both short- and long-term plans.

Embracing technology and inclusivity, we also offer Guided Investing, an automated digital tool that professionally manages your investments based on your risk tolerance and time horizon. This innovative tool ensures that regardless of where you are in your financial journey, we have a path for you.

What sets us apart? The unwavering focus on you, our member, remains at the core of everything we do. We are here to help you build a plan that aligns with your financial goals—no matter how big or small. Whether engaging with a dedicated Wealth Advisor for a personalized plan or exploring the simplicity of Guided Investing, our goal is to empower you on your path to financial peace of mind.

We look forward to connecting with you, providing insights and supporting your financial well-being.

Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), a broker-dealer and SEC registered investment adviser. Member FINRA/SIPC. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Credit Union (“CommunityAmerica”) and makes non-deposit investment products and services available to its members. Representatives are registered with Copper Financial. CommunityAmerica and Wealth Management by CommunityAmerica are not broker-dealers or investment advisers. For important disclosures from Copper Financial please visit here.

Copper Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

Link to the Copper Financial Customer Relationship Summary.

Investment and insurance products offered through Copper Financial: