Business Details
Your Trusted Partner for Financial Planning Solutions
At Coppertree Lending, we specialize in creating personalized financial strategies for high-net-worth individuals and business owners. Our team of experienced advisors works closely with clients to develop comprehensive plans that address financial goals at every life stage. Through our proprietary B.E.S.T. processBuild, Establish, Secure, Thrivewe focus on building foundational relationships, establishing tailored strategies, securing financial futures, and continuously monitoring progress. Our integrated approach combines wealth advisory, tax strategy, and asset management services to deliver holistic solutions.We maintain a strong commitment to transparency, client education, and ethical practices while leveraging our extensive industry expertise to provide actionable insights. With offices across multiple states, we serve clients nationwide through both in-person and virtual consultations, ensuring accessibility while maintaining personalized service. Our SEC-registered status underscores our dedication to regulatory compliance and professional standards.
Services
Financial Planning
Estate Planning
Retirement Planning
Investment Management
Business Planning
Highlights and features
- We offer personalized financial strategies tailored to individual life stages and goals
- Our advisors hold advanced certifications including CFP, CPA, and CFA designations
- We implement a proprietary B.E.S.T. onboarding process for comprehensive planning
- Our in-house asset management team provides institutional-quality investment solutions
- We maintain transparent fee structures with no hidden costs or commissions
Associations and certifications
- SEC Registered Investment Advisor
What people say
Incredibly satisfied
Trust him as my Wealth Advisor
Best decision we ever made
Takes care of my financial security
Vital partner in our business
Services
Financial Planning
Our financial planning service creates personalized roadmaps for clients at all wealth stages. Advisors analyze current financial situations, identify short and long-term goals, and develop actionable strategies that address cash flow, debt management, and wealth accumulation. The process includes regular reviews to adapt to changing life circumstances and market conditions.
Estate Planning
We help clients preserve and distribute their assets efficiently through comprehensive estate plans. Our approach combines tax minimization strategies, legal documentation, and insurance solutions to ensure smooth wealth transfer while maintaining compliance with evolving regulations. The service includes ongoing plan updates to reflect life changes.
Retirement Planning
Our retirement planning service focuses on creating sustainable income strategies for different life stages. Advisors assess current savings, project future needs, and implement investment approaches that balance growth potential with risk management. The service includes Social Security optimization and tax-efficient withdrawal strategies.
Investment Management
We offer in-house institutional-quality investment management tailored to individual risk profiles and financial goals. Our team employs active portfolio monitoring, tax-efficient strategies, and ESG investing options. The service includes regular performance reporting and rebalancing to maintain alignment with client objectives.
Business Planning
Our business planning service addresses succession strategies, valuation analysis, and growth optimization for business owners. Advisors provide tax-efficient structuring, exit planning, and transition strategies to maximize business value while aligning with personal financial objectives.
People
J. Wade Lopez
Wealth Advisor
Certified Financial Planner with over 25 years of experience in wealth management. Specializes in creating comprehensive financial strategies for high-net-worth families and business owners across Virginia and surrounding regions.
Daniel Thornton
Wealth Advisor
Experienced financial advisor serving Charlottesville area clients. Focuses on retirement planning and investment management for individuals and business owners while also assisting with employee retirement accounts.
Becky Blevins
Wealth Advisor
Certified Private Wealth Advisor with expertise in women's financial planning. Provides specialized retirement strategies and investment guidance to clients across multiple states.
Todd Williams
Tax Strategist
Certified Public Accountant with specialized knowledge in business tax strategies. Helps clients optimize their financial situations through integrated tax planning and wealth management solutions.
Jon Weatherly
Chief Investment Officer
Leads the firm's investment strategy with focus on tax-efficient portfolio management. Brings extensive experience in ESG investing and market analysis to benefit client portfolios.
Questions
What financial services do you specialize in?
We specialize in comprehensive financial planning, estate preservation, retirement strategies, investment management, and business planning tailored to high-net-worth individuals and business owners.
How are your financial advisors qualified?
Our advisors hold advanced certifications including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA) designations with decades of combined industry experience.
What makes your approach different from other firms?
Our integrated B.E.S.T. process combines wealth advisory, tax strategy, and asset management under one roof, providing coordinated solutions rather than fragmented services.
Do you work with clients outside your local areas?
Yes, we serve clients nationwide through virtual consultations and maintain multiple office locations across Virginia, Maryland, Massachusetts, Minnesota, and West Virginia.
How does your investment management process work?
Our in-house asset management team creates customized, tax-efficient portfolios aligned with your goals using institutional-quality investment solutions without third-party manager fees.
