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If you'd like to discuss your financial goals with us to see if we're a good fit to help, please contact us to schedule a time to speak.

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LOCATION

20 Cabot Boulevard Suite 300
Mansfield, MA 02048 (by appointment only)

OFFICE HOURS

Monday - Friday
9AM - 5PM

CONTACT

adam@copperbeechwealth.com
(508) 290 - 0550

Adam Wojtkowski provides investment advisory services through NWAM, LLC, dba as Northwest Asset Management, an SEC registered investment adviser. Copper Beech Wealth Group is not a registered investment adviser.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.

The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites.

NWAM does not provide tax or legal advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state,

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