COPE Wealth Management Group

COPE Wealth Management Group Our firm specializes in helping individuals develop and implement sound retirement strategies. If yo A registered investment advisor.

Securities and Advisory services offered through LPL Financial. Member FINRA & SIPC (finra.org sipc.org). Cope Wealth Management Group and LPL Financial are separate entities. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may disc

uss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

04/28/2026

To our sponsors, donors, volunteers, and guests we thank you for believing in our mission and showing up in such a big way! This is our preliminary total.

12/08/2025

Cope Wealth Management is a new sponsor to our Red Kettle Campaign. Anyone who has seen our past year’s Christmas posts might recognize Eric with his sons when the Boy Scouts ring. Every year these kids ring the last shift at Hobby Lobby and they’re making another comedic debut again tonight at 5:30. Thanks Eric for becoming a business sponsor this year!

https://www.facebook.com/share/1CKxRdkH53/
12/04/2025

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When we went public in 2010, we served $293B in assets.

Today, that number stands at $2.3T – growth made possible by advisors, employees, and partners who work every day to support clients and their financial goals.

We’re proud to mark 15 years of progress and look forward to the opportunities ahead. ⛰️

Celebrating 30 YEARS!!It was 30 years ago I began my career as a Financial Advisor (as an intern @ Merrill Lynch in Gree...
05/24/2025

Celebrating 30 YEARS!!
It was 30 years ago I began my career as a Financial Advisor (as an intern @ Merrill Lynch in Greenville, SC) and later as an advisor’s assistant while I finished my Financial Management degree at Clemson University. I worked in the corporate world, serving investors, for 10 years with PaineWebber & UBS. Then, 20 years ago, (on Memorial Day weekend) I left the corporate world to start my firm, COPE Wealth Management Group. It has been a great blessing to me and my family! A big THANK YOU to God, to my awesome wife, Marcie Cope, to my "do-it-all", long-time assistant, Gary Grant, and the many clients who have trusted me to take care of their financial well-being, through investment and financial advice. Thank you ALL!
I look forward to many more years of serving our clients (individuals, families, and businesses). And in the future, who knows?..... we may become COPE & Sons…..☺

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

🏅 I've been named to  Financial’s Ascent Club for 2024, an award presented to LPL’s top financial advisors nationwide. T...
02/10/2024

🏅 I've been named to Financial’s Ascent Club for 2024, an award presented to LPL’s top financial advisors nationwide. This distinction celebrates a select group of advisors on ambitious growth trajectories, who have achieved excellence in financial guidance. Thank you to my team, my clients, and my family for helping to make it all possible! -Eric Cope

Me and my boys!  (Luke 10, Carter 13)
12/21/2021

Me and my boys! (Luke 10, Carter 13)

We love Father/Son groups!!! Thank you Eric Cope and sons for ringing on a very cold and nasty night!

Address

530 Bypass 123, Suite E1
Seneca, SC
29678

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Telephone

+18648884310

Alerts

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