Stop Guessing. Start Designing Your Future.
Are you ready to make 2026 the year you finally take control of your wealth? Whether you’re a busy professional in Mission Valley or planning your legacy in Del Mar, the "right track" starts with a personalized strategy.
Meet Elisabeth Dawson — San Diego’s "Face of Finance" and award-winning author of Retirement by Design. With over 27 years of experience, Elisabeth and the Copia Wealth Management team help you navigate California-specific taxes and retirement laws with ease.
What’s Your Goal This Year?
- Retire with Confidence: Stop worrying about running out of money.
- Invest Smarter: Tailored portfolios that reflect your risk tolerance.
- Tax Efficiency: Keep more of what you earn with forward-thinking planning.
- Debt Mastery: Create a lifestyle-friendly budget that actually works.
Why Choose Us? As fiduciaries, we always put your interests first. We aren’t just looking at numbers; we’re looking at your life. From young professionals to multi-generational families, we provide the tools, tech (Zoom friendly!), and expert guidance to help you thrive.
🎉 NEW YEAR SPECIALS:
- Complimentary Wealth Discovery Call: Speak directly with an expert.
- Free Blueprint: Get your Retirement Income for Life Blueprint.
- The "Wealth By Design" Course: Instant access to our 10-part video series.
Don’t leave your future to chance. Start the year with a partner who understands the San Diego landscape and your personal dreams.
📞 Call Today: 619.640.2622
📍 Visit Us: 2333 Camino Del Rio South, Suite 240, San Diego, CA 92108
🌐 Learn More: ElisabethDawson.com
CA LIC #0C71264, #0G81294
Investment advice offered through Copia Wealth Management Advisors, Inc.
Copia Wealth Management Advisors, Inc. is a registered investment advisor.
