Have you Outgrown Conventional Wealth Management?

Core & Four Private Wealth Management

At Cope Corrales we’ve developed a customized approach to managing your wealth that combines the best of conventional wealth management with investments wealthy families have used for generations.

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Family Office Experience

At COPE CORRALES, we understand the complexities of managing substantial wealth and the professional advisors required to execute a multi-generational wealth strategy. We also understand the time it requires, and how little time our clients have. So we coordinate all aspects of your financial life, in one place.
  • Wealth Management
  • Tax Planning
  • Trusts and Estates
  • Retirement Planning
  • Insurance Advisory
  • Charitable Planning
  • Business Advisory
  • Private Banking
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GovCon Exit Planning

Whether you are planning on growing or selling your company, one truth is inevitable – you will eventually exit from your company. Exiting on your own terms with the proper planning means you can exit when you want, to whom you want, and for the maximum price. Our firm’s motto is that exit planning is simply good business strategy. We exclusively focus on advising successful Government Contractors, and aligning your Company, personal & financial objectives.

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Videos & Insights

INSIGHTS

Our latest take on need to know investment opportunities and policies that impact wealth (and sound sleep!)

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BUSINESS OWNERS SERIES

Whether you are planning to keep & grow your company or sell it, we share valuable tips on optimizing your Company’s value.
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WEALTH MANAGEMENT

We open the playbook on wealth management, from the basics to advanced strategies for high net worth families.
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As Featured On

COPE CORRALES A 2021 & 2022 Best Place to Work

This year, the Washington Business Journal’s 15th annual Best Places to Work program was paired down to honor an elite group of 75 Greater Washington companies that scored highest among hundreds of employers that participated in the employee engagement survey.

The Best Places to Work results are quantitative, based on survey responses from employees themselves, rather than a panel of outside judges. The top-rated companies in four size categories — small, medium, large and extra-large —and are honored by the Business Journal as Best Places to Work.

See the full list here: Best Places to Work: Small Companies – Washington Business Journal (bizjournals.com)

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Washington D.C. 20006
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Important Disclosures
COPE CORRALES is an independently owned and operated firm located in Washington, DC. Please check out the background of our financial professionals on FINRA’s BrokerCheck website. Please review important Disclosure information set forth in this website.
Please check out the background of our financial Professionals on FINRA's BrokerCheck website
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