Cope Connelly is a registered investment adviser located in Arlington, VA. Registration with the SEC does not imply a certain level of skill or training. Additional information about Cope Connelly, including its business practices, services, and fees, is available on the SEC’s Investment Adviser Public Disclosure (IAPD) website at www.adviserinfo.sec.gov. Insurance products and services are offered and sold through carriers such as MassMutual, Guardian, and/or other insurance companies by individually licensed and appointed insurance agents. These carriers are not affiliated with Cope Connelly, and their products are separate and distinct from Cope Connelly’s financial planning and investment advisory services.
Cope Connelly’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. This website and its contents are provided for guidance and informational purposes only, and no warranties, express or implied, are made with respect to the accuracy or completeness of any information contained herein. Facts and circumstances may be materially different between the time of publication and the present. Investments involve risk and, unless otherwise stated, are not guaranteed. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy—including those undertaken or recommended by Cope Connelly—will be profitable or equal any historical performance level. Accordingly, nothing on this website should be construed by any visitor, consumer, or prospective client as a solicitation by Cope Connelly to effect, or an attempt to effect, transactions in securities, or as the rendering of personalized investment advice for compensation, over the Internet. Any subsequent direct communication by Cope Connelly with a prospective client shall be conducted by a representative who is either registered in, or qualifies for an exemption or exclusion from registration in, the state where the prospective client resides. A copy of Cope Connelly’s current written disclosure brochure (Form ADV Part 2) discussing Cope Connelly’s business operations, services, fees, and conflicts of interest is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov or from Cope Connelly upon written request.
From time to time, Cope Connelly may post links, articles, and other content on its website that are published by outside sources. Such content is provided for informational purposes only. The opinions expressed therein are those of the respective authors and do not necessarily reflect the views or opinions of Cope Connelly. Cope Connelly does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to or incorporated on this website, and assumes no responsibility for such content. All such information is provided solely for convenience and users should exercise their own independent judgment when relying on it.
This website and its contents are not intended to provide investment, tax, or legal advice and should not be relied upon as such. You should consult with a qualified financial adviser, attorney, and/or tax professional before implementing any financial strategy. Cope Connelly is not responsible for, and makes no representation regarding, the consequences of any action taken or not taken based on information contained on this website. As a condition of accessing this website, each visitor, client, and prospective client agrees to release and hold harmless Cope Connelly and its officers, directors, owners, employees, and agents from any and all claims or damages of any kind arising from or related to any actions or omissions taken independently of personalized investment advice rendered by Cope Connelly.