News & Press

10/17/2015

Introducing Cora Capital Advisors, LLC

After months of planning, strategizing and thoughtful execution, we are proud to introduce Cora Capital Advisors, LLC, an industry-leading independent financial planning firm.

This merger brings together the best of two premier financial services firms: Copper Beech Financial Group and Baratz Financial Services.

Cora Capital Advisors welcomes founding partners Sal Cocivera and Justin Hewins from Copper Beech Financial Group, and Ray Giunta, Mark Wander from Baratz Financial Services. This collaborative endeavor leverages the experience and specialized knowledge of all of our principals to form an ensemble firm serving clients more comprehensively than ever before.

Working collectively from our Marlton, New Jersey, headquarters, our proactive, strategic and disciplined financial planning process provides you with sound insights and the most current thinking across a broad spectrum of topics.

Our shared commitment to putting the client first enables us to go far beyond the level of service typical in the industry to provide you with individualized solutions, tailor-fit to meet your needs and those of your family and your business.

Cora Capital Advisors works with you directly to define the goals you aspire to achieve. Our services include:

• Integrated Financial Planning – a customized approach to help clients reach their goals
• Retirement Planning – guidance for achieving your desired lifestyle
• Risk Management – solutions to safeguard your family and your assets
• Tax Planning – seamless coordination to minimize your tax burden
• Estate Planning – effectively protect your wealth today and pass assets to the next generation in a manner that you desire
• Asset Management – customized investment solutions to meet your needs
• Business Owner Planning – business transition planning and identifying opportunities to maximize after-tax value
• Employee Benefits – wide range of retirement, health and income protection plans
• Executive Compensation Planning – recommendations regarding deferred compensation, qualified and non-qualified savings plans, stock options and specialty holdings

Over the course of the next few months, you will hear more from us: whether it’s our new website (coming soon!), our new blog or just a simple email to say hello.

In early fall, we would like to invite you to an open house at our Marlton office. We hope you will attend to see our new home and meet our entire team.

Please call our office with any questions about Cora Capital Advisors. We are happy to discuss how our new expanded services can help you achieve your financial and business goals. Your existing accounts will not be impacted by this merger, and no action is required on your part.

Contributor: Cara Ross