Have you outgrown conventional wealth management? Are you tired of the same conversations with your current advisor? We are proud to introduce the solution: CORE & FOUR Private Wealth Management, our customized approach to managing your wealth. CORE & FOUR combines the best of conventional wealth management with investments wealthy families have used for generations, because we believe our clients too, deserve the opportunity to build generational wealth. Watch to learn more.
COPE CORRALES
Investment Management
Washington, District of Columbia 1,780 followers
We are business and wealth advisors providing multi-family office solutions to entrepreneurs and high-net-worth families
About us
Whether you’re an individual, part of a family or a business owner, knowing if you’re on track or how to get there can give you peace of mind. Developing a comprehensive plan for building your wealth requires planning, patience, and a professional who has your best interest in mind. In short – a fiduciary. At Cope Corrales, we create a personalized, detailed blueprint for protecting and growing your wealth. We also bring the right resources to the table to implement, manage, and adjust parts of the plan as needed to keep you on track. And, since we operate as fiduciaries, our business is fee-based. We don’t rely on commissions. What that means is that our interests are aligned with yours. This platform is solely for informational purposes. Cope Corrales may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Currently, Cope Corrales is registered to transact business in the state of District of Columbia (DC), Maryland (MD), Virginia (VA) and Texas (TX) Please View Full Disclosures Here: https://copecorrales.com/important-disclosures/
- Website
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https://www.copecorrales.com/
External link for COPE CORRALES
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Washington, District of Columbia
- Type
- Partnership
- Specialties
- Wealth Management, Wealth Advisor, Financial Planner, Financial Advisor, Fiduciary, Retirement Planning, Investment Management, Business Financing, and Employee Benefit Planning
Locations
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Primary
Get directions
816 Connecticut Ave NW
8th Floor
Washington, District of Columbia 20006, US
Employees at COPE CORRALES
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Kevin Cope
Chief Investment Officer at C4M Global Advisors, LLC. and Cope Corrales.
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Joe Cope, CFP
Co-Founder at COPE CORRALES & C4M
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Luis Corrales
Co-Founder & Managing Partner at COPE CORRALES, GovCon Wealth & C4M
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Hsuan (Shin) Wang, MBA
Senior Client Relationship Manager at Cope Corrales
Updates
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Watch or listen to the Inspired Changemakers Podcast featuring our Co-Founder & Managing Partner, Joe Cope, CFP as he discusses the importance and impact of philanthropy in our daily lives, plus his own personal, professional, and philanthropic journeys. Tune in to learn more about how generosity and confidence in your planning can affect your life here: https://lnkd.in/e5wSaWTs
It’s Better to Give | A Conversation with Joe Cope
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#TuesdayInsights Are you ready to graduate from the 8(a) program as a winner? The SBA's 8(a) program can be a game-changer, but the road to success isn't always smooth. Avoid common pitfalls and embrace strategies for a successful exit using these essential tips. Download our free whitepaper here: https://lnkd.in/dH4Sqqdd
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You've finally won that big contract. What's next? Contract Financing will allow you to deliver on that new influx of business. Speak with our founders to get started at copecorrales.com https://lnkd.in/eixiQRsC
How To Arrange Contract Financing
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Congratulations on another successful year together, Hsuan (Shin) Wang, MBA! 🎉🎉
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#TuesdayInsights In this article, we delve deep into the world of fiduciary accounts and advisors. Discover how fiduciary relationships, grounded in legal and ethical obligations, prioritize your best interests above all else. Read the full article below to help empower your financial decisions. #Finance #Fiduciary #FinancialAdvisor #Investment #PersonalFinance #WealthManagement https://lnkd.in/gnUpZxrK
Fiduciary vs Non-fiduciary Accounts: Learn the Key Differences - Cope Corrales
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Properly managing risk could be the difference between a state of constant worry about your portfolio and feeling like you are in control of your financial life. What risks should you look out for? Watch and subscribe to learn more. https://lnkd.in/e7Hn6AnN
3 Fundamental Investment Risks and How to Avoid Them
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#TuesdayInsights If you're looking to make a positive impact on causes you care about while optimizing your financial planning, this article is a must-read. Ready to make a difference and secure your financial future? Connect with us to discuss your philanthropic goals and financial planning needs. #CharitableGiving #FinancialPlanning #Philanthropy https://lnkd.in/gsEVw6nd
Types of Charitable Giving: The ABCs of Donations - Cope Corrales
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We are proud and honored to be awarded the #8 spot on the Washington Business Journal 2024 Best Places to Work: Small Companies List! This recognition is a testament to our dedicated team's hard work and commitment to creating a positive and supportive workplace environment. Thank you to our incredible team for making this achievement possible! 🎉
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#TuesdayInsights When it comes to estate planning, navigating inheritance tax is crucial. Nobody wants to burden their loved ones with unexpected tax bills during times of loss. Discover strategies to safeguard your assets and ensure they end up where you intend. Full article here: https://lnkd.in/dxzhERvV
How to Avoid Inheritance Tax and Control Your Legacy - Cope Corrales
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