Welcome!


For over 30 years, The Koptis Organization, has been among the leaders in designing solutions for the specialized financial needs of closely held companies and large family estates. We work closely with a client and their advisors to craft a "blueprint" to help meet their unique personal, corporate and social goals and responsibilities. Through innovative planning, customized products and the utmost in personal service, we strive to "earn the right to serve" as a key financial architect for our clients.

The Koptis Organization, and their agents are presently licensed to sell traditional life insurance in CA (California License: William H. Koptis, #0497700); FL, IA, IL, IN, MA, MI, OH, RI, TN, and WI. Insurance services are limited to residents of the above listed state. Residents of other states should consult with a local agent for insurance services.

This site is not intended as an offer to sell securities, which may be done only after proper delivery of a prospectus and a client suitability review. Proper state registration is mandatory prior to conducting business in any state.

The principle place of business and the state of domicile for The Koptis Organization is:
9150 South Hills Blvd., Suite 330
Cleveland, OH  44147
Phone: 440.526.2525

Securities Offered Through M Holdings Securities, Inc.
A Registered Broker/Dealer Member FINRA/SIPC
Investment Advisory Services offered through Family Wealth Counselors
Family Wealth Counselors is independently owned and operated.

Information relating to securities is intended for use by individuals residing in FL, IL, IN, KY, MA, MI, NJ, NY, OH, SC, VT, and WI.

The Koptis Organization is a member of M Financial Group. Please go to  www.mfin.com/DisclosureStatement  for further details regarding this relationship.