Copperline Wealth Management & Planning is a financial advisory firm based in Cody, Wyoming, serving clients in the Big Horn Basin and beyond. The firm creates personalized financial strategies designed around each client’s needs and life goals, with a focus on putting clients’ interests first. Its services include financial planning and asset management, helping individuals and families prepare for retirement, estimate and save for college costs, establish a 401(k), manage an inheritance, and plan a legacy for future generations.

Copperline’s team includes Sara Schauermann, CFP®, and Luke McNeely, MBA, CFP®, who are Certified Financial Planner professionals committed to acting as fiduciaries when providing financial advice and planning services. The firm invites prospective clients to schedule a complimentary review of their investments and offers appointment scheduling, a client planning portal, and educational articles on financial advising, retirement, and savings. Securities are offered through LPL Financial, a FINRA/SIPC member; investment advice and financial planning are offered through Copperline, a registered investment advisor