Kopeck Wealth Management Group

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Kopeck Wealth Management Group
Team photo for Kopeck Wealth Management Group

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Advisors

Advisor photo for Zach Kopeck

Zach Kopeck

APMA®

Financial Advisor

Visit Zach Kopeck's website
Advisor photo for John Kopeck

John Kopeck

CFP®, AAMS®

Private Wealth Advisor

Managing Director
Visit John Kopeck's website


Team

Lauren Saulnier

Lauren Saulnier

Registered Client Service Associate,

Practice Manager

Qualifications

  • SIE

  • Series 7

  • Series 66

  • Ohio Life and Health Insurance

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