Welcome to the team website of The Kopman Lindsay Group. Jeff Kopman and Joe Lindsay are highly skilled, and qualified Wealth Management professionals, providing specifically tailored solutions for High Net Worth individuals, families and businesses. Jeff and Joe take the time to fully understand your overall situation, uncovering what is truly important to you and your family, and work with you to build and execute a plan based on that.
The clients we represent are seeking a complete investment strategy with an emphasis on total asset management. This holistic approach encompasses a wide range of services listed below, to name a few.
Services We Provide: Investment Management Banking and Credit Services Financial, Retirement & Estate Planning. Estate and Trust Services Tax Efficiency
Family Legacy Planning Business Financial Services Philanthropy Insurance Planning
Cross Border Planning
The Kopman Lindsay