Coy Capital Management

At Coy Capital Management, we are dedicated to providing exceptional financial guidance and personalized service to our clients. As a leading wealth management firm, we pride ourselves on our commitment to delivering unbiased, objective advice to help our clients achieve their financial goals.

Our Services

We offer a wide range of services designed to help you achieve your financial objectives. Our comprehensive approach includes:

• Investment Management: Our experienced team of investment professionals will work with you to create a customized investment strategy tailored to your unique needs and goals.
• Retirement Planning: We will help you navigate the complexities of retirement planning, ensuring you're well-prepared for this critical phase of your life.
• Estate Planning: Our expertise in estate planning will help you protect your assets and ensure the smooth transition of your wealth to future generations.
• Insurance and Annuity Solutions: We will work with you to identify the most effective insurance and annuity strategies to achieve your financial objectives.

Our Advantage

At Coy Capital Management, we believe our unique approach sets us apart from other financial services firms. Our advantages include:

• Unbiased Objectivity: As a fully independent firm, we are free from the conflicts of interest that can influence the advice of other firms.
• Personalized Service: We take the time to understand your individual goals and needs, providing personalized service that addresses your unique circumstances.
• Proven Expertise: Our team of experienced professionals has a combined 75 years of experience in the financial services industry, ensuring you receive the best possible guidance and support.

Meet Our Team

Our team of experienced professionals is dedicated to providing exceptional service and expertise to our clients. Meet our executive team:

• Scott Coy, Founder, Chief Executive Officer: With over 24 years of experience in the financial services industry, Scott has a deep understanding of the complexities of financial planning and investment management.
• Lisa Boyd, Chief Operating Officer: With 14 years of experience at Coy Capital Management and over 28 years of total experience in the financial services industry, Lisa brings a wealth of knowledge and expertise to the firm.
• Michael Marra, Executive Vice President - Investment Advisor: With over 30 years of experience in the financial services industry, Michael has a comprehensive understanding of wealth and estate management, as well as insurance and annuity solutions.
• Timothy Landis: As a key member of our team, Timothy brings his extensive experience and expertise in investment management and financial planning to help our clients achieve their goals.

By combining our extensive experience, expertise, and dedication to exceptional service, we're committed to helping our clients build a brighter financial future.