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Copperline Wealth Management & Planning

EST. AUM
$126,553,954

CONTACTS
3

CLIENT ACCOUNTS
735

Firm Details

Metro area Jackson Hole
CRD Number 335796
Website copperlinewealth.com
Client types

Overview

Copperline Wealth Management & Planning is a boutique, fiduciary-focused financial advisory firm based in Cody, Wyoming. Founded by Certified Financial Planner™ professionals Sara Schauermann and Luke McNeely, the firm provides personalized financial advice tailored to individuals and families across the United States. Copperline emphasizes long-term relationships with clients, grounded in deep personal understanding and ongoing engagement. Operating under the broker-dealer affiliation with LPL Financial, Copperline combines independent planning with the support of a large, objective platform. The firm’s mission centers on helping clients align their financial decisions with their life values through a thoughtful, transparent, and client-first approach.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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