David L. Kopp

Managing Principal

David prides himself on taking a very hands-on approach when it comes to financial management. For the past twenty-two years, David has prioritized building both a professional and personal relationship with each individual client.

David currently resides in Colorado. When he's out of the office, David loves spending time with his family. David enjoys being active and some of his favorite hobbies include boating, paddle boarding, snowboarding. David also enjoys volunteering for Meals on Wheels weekly.

David specializes in providing comprehensive wealth management services for high net worth individuals and their families. We currently work with about 30 individuals with investable assets totaling $1,000,000 or more.

David Kopp has been working in wealth management for over 20 years. In 2010, David launched his own practice to follow his passion for helping people pursue their dreams and financial objectives. A hands-on approach has been key to David's wealth management strategies. Over the years, David has earned a reputation for building a trusting professional and personal relationships with each of his clients. When clients work with David, their needs take precedence over everything else.

Prior to launching his own wealth management practice, David started his career working for companies such as Merrill Lynch and Morgan Stanley. Over his career, David has specialized in financial planning, wealth management, investment management, and insurances. David developed a clientele of high net worth individuals while at Morgan Stanley.


Phone 303-809-1976