Our Firm

  We are an independent company; we provide objective advice to our clients based on their needs.  Our financial planning and investment advisory services are offered through NEXT Financial Group, Inc, member FINRA/SIPC, an SEC Registered Investment Advisory firm.  We offer securities through NEXT Financial Group, Inc.. .   

     We also assist our clients with such diverse needs as Long Term Care Insurance, Life Insurance, Retirement Planning, and planning for the educational needs of their children and grandchildren.  For our investment clients, we provide a custom Investment Portfolio Analysis with information (performance, overlap, etc.) on the current portfolio in addition to recommendations.  We monitor the investments we recommend on a quarterly basis and evaluate each client's portfolio on an annual basis.

    At Cornucopia Wealth Management LLC, our goal is to provide clients with the skills and knowledge to make sound decisions about money.  We believe that comprehensive financial planning, looking at a person's entire financial situation instead of just a piece of the information, is most effective, but we are responsive to our client's needs.  If all you want is help with your retirement rollover or making sure that you have enough income to retire, we can help you.