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Client-Focused Solutions

Designed With You in Mind

How We Help Begins With Who You Are

At Copper Beech Wealth Management, LLC, we enjoy the process of planning and serving as a resource for you, our client. By beginning our relationship with getting to know you, we’re able to create a strategy that works well for you, your lifestyle and the long-term goals you have in mind.

Our Clients Are Typically…

Pre-Retirees or Retirees

Preparing for the Future

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Whether you're 5 years from retirement or 5 years into retirement, we can help you add structure to your plans.  We specialize in retirement income planning, with a focus on tax-efficient distribution strategies and tax-smart allocation plans. Many of our clients come to us on the verge of retirement, and we help them put all the pieces to the puzzle together and figure out a plan that makes sense.

Corporate Employees

Facing Financial Complexities

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Helping clients retire often means becoming very familiar with company benefit packages and the ins and outs of retirement plans at each company.  Whether it's trying to take advantage of benefits while working, or considering strategies like net unrealized appreciation of your company stock in your 401k, we can help.

Individuals or Families

Seeking True Guidance

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We meet a lot of families with young children at home that are looking to add more structure to their finances and begin working with a professional.  Maybe you've been in the workforce for a number of years, but now with kids at home, trying to juggle the financial goals of saving for retirement, college, and/or a down payment on a new home, we can help.

What They’re Interested In:

Financial Planning
Portfolio Management

Retirement Income Planning
Tax Planning

Placing Transparency at the Forefront of Our Relationship

When it comes to fees, our focus is ultimately on your financial well-being, rather than to sales commissions. During our introductory meeting, we will discuss any details and/or questions you may have.

Ready To Get Started?

Discover Our Process