Focus On What Matters Most

At Copper Beech Wealth Management, we specialize in assisting retirees and pre-retirees in managing their wealth. We look forward to helping you!

Our Mission

Our mission is to build lasting relationships by deeply understanding your unique needs, aspirations, and long-term goals. We are dedicated to developing, implementing, and continuously monitoring a personalized financial strategy that empowers you to achieve your dreams with confidence.

Finding Your Fit

We invite you to discover and experience the power of our services.

We believe there are significant benefits to working with an advisor that specializes in your specific needs.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

Our Process:

Step 1: Initial Consultation

We’ll begin with an initial consultation to determine if we’re the right fit for each other based on your needs and the services we offer.

Step 2: Discovery Meeting

Once we’ve determined that our team can be of help, we will have a discovery call to learn more about what you’re looking for and where you’re at currently – financially and personally.

Step 3: Plan Presentation

We will take some time to design a plan that incorporates your goals, needs and long-term objectives. Then we will present you with our ideas and recommendations moving forward.

Step 4: Implementation

If you feel that our solutions are right for you, we will work to implement the details and clarify the steps involved for you to remain successful.

Step 5: Ongoing Maintenance & Review

Your needs will ultimately change over time, which is why we are proactive in staying in touch on a quarterly basis and conducting regular reviews of your plan and/or portfolio.

Your money stays with established institutions you can trust.