Team

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Adam Wojtkowski, CFP®, CPWA®, CIMA®

Financial Advisor, Founder

Adam began his career in financial services in 2003, working for Mutual of Omaha. In 2006, Adam joined Fidelity Investments, where he would tell you his education in helping retirees really started. After a successful (and incredibly educational) 7 years with Fidelity, Adam was interested in exploring a world where he could spend more time with each family that he serves. He spent the the next 10 years working for 2 Registered Investment Advisor firms, before launching Copper Beech Wealth in 2022.

Adam has a passion for understanding the nuances of wealth management. Adam has acquired a number of advanced designations acquired along the way. That experiences helps direct the thoughtful approach to retirement planning at Copper Beech Wealth.

Marguerite Montgomery

Client Support Specialist

Marguerite’s interest in the financial planning industry was sparked during her time at Texas A&M University, where she majored in Agricultural Business and minored in Financial Planning. She is passionate about education and helping others know how to reach their potential. It is her goal to help enhance your experience and make processes run smoothly so that you can spend the most time focusing on what matters most to you and your family.

Serving as a Client Service Specialist for Copper Beech Wealth, Marguerite helps to serve clients in a way that is at the core of what she believes in; to always provide service that exceeds the expectations of others and helps to provide confidence in the team that takes care of your financial life.