Email Disclosures

Cooper Lapman often communicates with its clients and prospective clients through electronic mail (“email”) and other electronic means. Your privacy and security are very important to us. Cooper Lapman makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send Cooper Lapman private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.

Please note: Cooper Lapman does not accept trading or money movement instructions via email.

As a registered investment advisor, Cooper Lapman emails may be subject to inspection by the Chief Compliance Officer (“CCO”) of Cooper Lapman or the securities regulators.

If you have received an email from Cooper Lapman in error, we ask that you contact the sender and destroy the email and its contents.

Important Disclaimers

Cooper Lapman Financial, LLC (“Cooper Lapman”) is a Registered Investment Advisor (“RIA”), located in the Commonwealth of Massachusetts. Cooper Lapman provides investment advisory and related services for clients nationally. Cooper Lapman will maintain all applicable registration and licenses as required by the various states in which Cooper Lapman conducts business, as applicable. Cooper Lapman renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.


Please read these terms and conditions of use (“Terms”) carefully before using the website located at“Website”) or any of the information or services provided by Cooper Lapman Financial, LLC (collectively “Cooper Lapman”, “we”, “our”, “us”) in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by Cooper Lapman in connection with the Website and should promptly terminate all use thereof.  The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website.  You may use your browser to download or print a copy of these Terms for your records.

Cooper Lapman reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our website after we have posted changes to these Terms, you are agreeing to these Terms as modified.

These Terms were last updated on October 12, 2016.




We are excited to join our friends and colleagues at The Colony Group! Together, we are a stronger team with complementary capabilities to help our clients find meaning and joy in their lives. Our personal relationships with our clients will remain the foundation and future of our firm - Welcome to our new home!


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