Office Address: 801 N Main St. Elk City, OK 73644
Phone Number: (580) 243-0100
Personal from the beginning.
At CopperSky, we believe that getting to know you begins with a conversation, not a form or an automated calendar invitation.
If you’re thinking about working with us, please call or stop by our office. Someone from our team will take the time to visit with you, learn what’s most important to you, and arrange a visit.
It’s a small but intentional choice: Personal and focused on you from the beginning.
What to Expect
What happens when you call.
Your first meeting is all about you and what’s most important to you. It’s a conversation, designed for us to listen. It’s relaxed, and it goes at whatever speed you’re most comfortable with.
A few of the questions we’ll likely ask:
- Who are the people who are important to you, and who will be involved in your plan?
- What are your short-, intermediate-, and long-term goals?
- Do you have an estate plan, like a will or trust, in place?
- Do you own an interest in a business, or any real estate?
- Is anything big coming up in the next one to three years?
- What have you always thought was too big, or off the table, that you’d like to work toward?
- How involved do you want to be in investment decisions? Do you like to know how the watch works, or do you just want to know what time it is?
Do I need a certain amount of assets to work with your firm?
While we don’t have strict asset minimums, our services are typically most beneficial for individuals and families who have accumulated wealth through their business, career, or other means and now need help managing, preserving, and transferring that wealth effectively. We’re happy to have a conversation to determine if we’re the right fit for your specific situation.
