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About Copper Beech Wealth Group

Copper Beech Wealth Group’s mission is to stand beside you and help you achieve the peace of mind and confidence to pursue your financial future—no matter what the markets or your life may bring.

Your Guide. 

We will be a sounding board for your dreams and concerns and assist you in developing and executing an investment strategy that is precisely your own.

Your Partner.

We will be a financial partner who shares your vision and works with you to discover all the possible strategies that can help address your financial goals

Your Advocate.

We will be an advocate who supports and helps position you to pursue what matters to you today, tomorrow and for generations to come.


Adam Wojtkowski, CFP®, CPWA® Photo

Adam Wojtkowski, CFP®, CPWA®

Financial Advisor

adam@copperbeechwealth.com


Adam is a native of Worcester and started Copper Beech Wealth Group in March 2022. Adam has been in the financial services industry since 2003 and prior to starting Copper Beech, he worked for Smith, Salley & Associates, Beaumont Financial Partners, Citizens Bank and Fidelity Investments.

 In 2010, he earned the Certified Financial Planner™ Designation. The CFP® mark is a prestigious and highly respected professional designation labeled as the “Gold Standard” in the financial planning and wealth management industries globally. Most recently, in 2021, Adam completed course work through the Yale School of Management and became a Certified Private Wealth Advisor®.

 Adam has close to 20 years of experience assisting families in cash flow analysis, risk management, tax planning, investment management, retirement income planning, & estate planning. Adam works to create unique strategies to address complicated wealth management issues, such as minimizing tax implications & optimizing philanthropic support, so each client can effectively control the destination and purpose of their wealth.

Adam and his wife Debbie have two beautiful daughters, Avery and Sadie. While they currently reside in Plainville, Adam & Debbie have lived in South Boston, Somerville and Wilmington over the past 15 years.