Strategic Wealth Management Tailored to High-Net-Worth Investors in San Diego
Trusted Fiduciary. Strategic Guidance. Tax-Aware Investment Planning.
Discover how we help high-net-worth investors pursue tax-efficient strategies, manage risk, and protect what matters most.
Your Future Demands More Than Luck. It Demands a Strategy.
When it comes to protecting and growing high-net-worth portfolios, the stakes are too high to leave to chance—or the whims of Wall Street.
At Copia Wealth Management Advisors, Inc., we help you invest with purpose, clarity, and confidence. Our fiduciary advisors in San Diego design forward-thinking, tax-efficient wealth strategies in coordination with your tax and legal professionals. We’re here to help you grow your wealth and keep more of it in your pocket—where it belongs.
- Portfolio Optimization
- Tax-Loss Harvesting & Capital Gains Mitigation
- Legacy & Estate Planning for Generational Wealth
- Collaborative Financial + Tax Strategy
The Market Isn’t a Strategy—It’s a Tool.
Without a plan, relying solely on the market can feel like a roll of the dice. Don’t gamble with the financial security of your family or your business.
The real strategy?
- Designing a contractually grounded financial plan
- Structuring your investments to work in tandem with your tax situation
- Helping you make informed financial decisions with proactive, forward-looking planning
Don’t guess. Don’t gamble.
Start building the blueprint your future self will thank you for.
From Market Anxiety to Financial Security:
We Can Help.
Wall Street’s games.
Market crashes.
Hidden risks.
Does any of that keep you up at night?
If you’re tired of feeling like your future is a gamble, and you’re ready to take back control, let’s talk. We can help you stop worrying and start securing your peace of mind.
- Do you know the risk in your portfolio? What if the market crashed?
- Are you truly confident navigating the complexities of Wall Street and the stock market, or are you gambling with your future?
- How exposed are you to the hidden risks of Wall Street and the volatile stock market? Do you really know what you’re up against?
- Do you understand the true cost of Wall Street’s games? Your retirement might depend on it.
- Are you tired of feeling like your retirement is at the mercy of unpredictable markets and hidden fees?
- Do you worry that your financial advisor is prioritizing their profits over your peace of mind?
- Are you concerned that hidden agendas and Wall Street tactics are eroding your hard-earned savings?
- Do you feel like you’re constantly playing catch-up, trying to decipher complex financial jargon and protect your assets?
- Are you ready to break free from the cycle of uncertainty and take back control of your financial future?
Our Fiduciary Promise
We are fee-based, comprehensive fiduciary advisors.
That means:
- Your interests come first
- No quotas and no gimmicks
- Every plan is custom-built to reflect your values, goals, and risk profile
Our Specialties
Copia Wealth Management Advisors, Inc. does not provide tax or legal advice. We work in coordination with your tax and legal professionals to help you implement strategies that align with your overall financial plan.
✅ Wealth Management Advisors San Diego
Fiduciary guidance with no hidden agendas.
✅ Tax-Efficient Wealth Management in San Diego
Minimize tax drag and improve after-tax returns with customized strategies.
✅ Investment Tax Strategy Support in San Diego
We don’t guess about taxes—we collaborate with your trusted professionals.
✅ 401(k) Rollover & Retirement Optimization
Simplify old accounts and align them with your long-term plan.
✅ Portfolio Management Specialists in San Diego
Custom-tailored portfolios designed to support your financial goals with clarity and purpose.
✅ Coordinated Tax Strategy with Financial Advisors in San Diego
Ready to experience the clarity and confidence of a tailored wealth strategy?
Let’s discuss how our specialized services can benefit your unique financial situation.
Schedule your personalized consultation.
Stop letting market anxieties dictate your future.
Take control with a personalized strategy.
Schedule your consultation today to discover how we can align your wealth with your goals.
Meet
Elisabeth Dawson
CEO | Fiduciary Financial Advisor | Author | Money Coach | Educator
With more than 27 years of experience, Elisabeth Dawson leads CWMA, INC with passion and purpose. Her reputation as a trusted fiduciary advisor has earned her national recognition and the loyalty of San Diego’s most discerning clients.
- Twice named Financial Adviser of the Year – Finance Monthly Global Awards
- Author of Retirement by Design and Wealth by Design
- Host of Ways to Love Your Money Podcast
Explore Our Most Popular Resources
FREE CHAPTER – Retirement by Design
Learn how to avoid the five biggest retirement mistakes and create true income security.
Download Free Chapter | Buy on Amazon
Ultimate Wealth By Design Online Course
A 10-part step-by-step program to build your ideal retirement plan.
Worksheets, calculators, and real-world application.
Access the Course
Wealth by Design Book
Find and recover thousands of dollars you’re unknowingly giving away each year.
Buy on Amazon
Wealth Recovery Checklist
Explore potential areas where you may be overpaying and under-earning—without even knowing it.
Download the Checklist Now
While our resources offer valuable insights, a personalized strategy is key to long-term success. Take the next step and schedule your wealth strategy consultation today.
Schedule Your Personalized Wealth Strategy Consultation Today
Ready to Build Your Strategy?
Let us get to know you. Start with a no-obligation, fully customized consultation.
Copia Wealth Management Advisors, Inc.
Where High-Net-Worth Planning Meets Tax-Efficient Strategy
Wealth. Strategy. Clarity.