Since 2011, Coy Capital Management has helped affluent clients and their families enjoy greater financial independence. While providing an unrivaled level of personal attention and service, we deliver the sophisticated financial strategies that your lifestyle deserves. With over 75 years of collective experience, our advisors unite their individual expertise to form a truly dynamic collective.
As a privately-owned and fully independent firm, we focus our expertise on our clients' best interests. Since our inception, we have employed a prudent wealth management system that helps investors organize, simplify, and enhance their financial lives to the fullest extent.
As a privately-owned and fully independent firm, we focus our expertise on our clients' best interests. Since our inception, we have employed a prudent wealth management system that helps investors organize, simplify, and enhance their financial lives to the fullest extent.
Services
At Coy Capital Management, our mission is to guide you every step of the way toward realizing your financial goals and dreams. We understand that every client is unique and individual needs are diverse and ever changing.
We will be an advocate throughout your journey, assisting you in the discovery and definition of goals, the creation and implementation of a unique and custom tailored plan, and will be there for you at every turn with a flexible and sound investment strategy as you maneuver down life's path.
We will be an advocate throughout your journey, assisting you in the discovery and definition of goals, the creation and implementation of a unique and custom tailored plan, and will be there for you at every turn with a flexible and sound investment strategy as you maneuver down life's path.
With over 24 years of experience in the financial services industry, Scott focuses his expertise on helping clients enhance their financial independence. As CEO of Coy Capital Management, Scott provides investors with the knowledge, . With 14 years at Coy Capital Management and over 28 years of total experience in the financial services industry, Lisa provides the leadership, management, and direction necessary to furthering the firm's success.
At Coy Capital Management, our services are rooted in a philosophy of long-term appreciation and preservation of capital. We take a versatile approach to wealth management, striving to provide a complete and diverse suite of products and services through a comprehensive financial plan to protect and grow our clients' wealth.
As veterans of the financial services industry, we believe you deserve strategies that not only inspire continued success but that harvest your achievements for a lifetime of enjoyment. By providing tailored investment options, we can help you fulfill your financial potential, accomplish your goals, and help you navigate life's path with greater certainty.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
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