Why Us

How We Work

First, We Listen while we ask a lot of questions, it’s all focused on getting to know you and understand your goals, identify risks and explore opportunities.

Next our wealth advisors devise a comprehensive financial plan to help protect your assets and income and map out the path to growing wealth. In many cases, we’ll bring in our partner experts to weigh in on legal, tax, and accounting implications.

Last once we have a solid plan that meets your approval, we’ll go to work putting the plan into action. In addition to our own monitoring, management and communication, you’ll have a clear view into all of your accounts and activity through our secure client portal.

As Fiduciaries, we do all this with your best interest in heart and mind.

Meet with our Founders:

If you would like to set up a one on one meeting with our Founders, we encourage you to complete the form below. There is no cost or commitment, simply an opportunity to get to know one another.

    816 Connecticut Avenue NW
    Suite 800
    Washington D.C. 20006
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    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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