About INVST
INVST is a Registered Investment Advisory firm (RIA) founded by CEO Scott Jarred, who left corporate America 20 years ago to build a company dedicated to helping people create more for themselves.
INVST specializes in helping entrepreneurs leverage, grow, and protect their wealth, and we’ve helped thousands of people live the life they want. We currently serve over 2,500 households, with over $1B in assets under management, and have been featured in Forbes, Fortune, Money Magazine, and more.
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CWMAINC.com (Elisabeth Dawson)
ABOUT COPIA WEALTH MANAGEMENT
Rome Wasn't Built in a Day…
Plan Right And Your Wealth Will Be
Here to Stay
Our firm is named after Copia, the Roman goddess of abundance, prosperity, and riches.
Copia is the source of the word copious, which means plentiful. Have you ever seen one of those horn-shaped baskets filled with fruit at a feast? That thing is called a cornucopia… and stems from ancient Roman rites celebrating bountiful harvest.
Bountiful harvests don’t come about by accident. They come about from careful devotion to planting the right seeds… cultivating the right soil… and planning the right crop rotations.
When clients come to us expecting a bountiful financial harvest overnight… we show them to the door… and send them to buy lottery tickets. (Just kidding about the lottery ticket part. Please don’t buy lottery tickets!)
We work with clients who understand that you reap what you sow. We work with you when you’re ready to invest the attention and intention to plant seeds now… so that you harvest the cornucopia of wealth… experiences… joy… and abundance that you know is your birthright.
The city where our namesake comes from wasn’t built in a day. It was built over millennia.
Building your own cornucopia will take more than a day too. But if you do it right… it will be here to stay.
We’re here to show you how.
CopiaWM.com (Elisabeth Dawson)
ABOUT COPIA WEALTH MANAGEMENT
Rome Wasn't Built in a Day…
Plan Right And Your Wealth Will Be
Here to Stay
Our firm is named after Copia, the Roman goddess of abundance, prosperity, and riches.
Copia is the source of the word copious, which means plentiful. Have you ever seen one of those horn-shaped baskets filled with fruit at a feast? That thing is called a cornucopia… and stems from ancient Roman rites celebrating bountiful harvest.
Bountiful harvests don’t come about by accident. They come about from careful devotion to planting the right seeds… cultivating the right soil… and planning the right crop rotations.
When clients come to us expecting a bountiful financial harvest overnight… we show them to the door… and send them to buy lottery tickets. (Just kidding about the lottery ticket part. Please don’t buy lottery tickets!)
We work with clients who understand that you reap what you sow. We work with you when you’re ready to invest the attention and intention to plant seeds now… so that you harvest the cornucopia of wealth… experiences… joy… and abundance that you know is your birthright.
The city where our namesake comes from wasn’t built in a day. It was built over millennia.
Building your own cornucopia will take more than a day too. But if you do it right… it will be here to stay.
We’re here to show you how.
Elisabeth Dawson
Elisabeth has been a financial adviser for over 24 years.
She is a money coach, author, educator, financial coach, wife, mother, grandmother, and best friend to many. She is the founder of COPIA Wealth Management & Insurance Services and COPIA Wealth Management Advisors Inc., organizations that provide comprehensive financial advising with education to help her clients achieve their desired wealth goals.
Dave Allred
Hi, I’m Dave
Growing up, I would stare at this one Jerry Rice poster I had on the my bedroom wall… saying: “Today I will do what others won’t, so tomorrow I can have what others can’t.”
I grew up with very little. It was hard. Yet it also instilled some intense principles and ignited a passion and drive that’s led me to level up my standards and take control of MY life.
I’ve made mistakes. Yet I have also built and stacked up success after success. This is why I’m committed
to helping as many people as possible to achieve financial freedom and live the life they dream of.
I know what’s possible and I know what happens when you Reset Your Standard. It’s not easy, but most things that are worthwhile in life aren’t. I’ve seen it, I’ve done it, and I’m living it!
Balazs W Kardos
MINDSET MOTIVATION,& ENTREPRENEURSHIP
Game-Changing Ideas And Practical Steps for Unlocking a Life of True Freedom
I’ve got stories for you. Great conversations with epic entrepreneurs. Practical tips from my own experience of how to build your dream life your way. Take a look behind the curtain and see how it all happens right here in the Diamond Life Mentor Podcast.
