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About Copper Beech Wealth Management

Copper Beech Wealth Management is unlike many other financial firms. Rather than offering prepackaged products, relying on a corporate parent to dictate buys and sells, and camouflaging fees, we offer highly customized wealth management solutions, independence, and transparency. We are a boutique firm staffed by exceptional advisors and analysts who work directly with clients to help determine and accomplish the purposes and goals for their wealth. Our Mission: We strive to enrich the lives of the individuals and families by providing financial advice and counsel with equal measures of expertise and integrity. We aim to provide financial peace of mind, while having a lasting and meaningful influence in our clients' lives. We seek to provide the finest financial planning services available by employing remarkably qualified professionals and state-of-the-art strategies. We strive to help our clients grow and preserve a lifetime of labor. Disclosure: Securities offered through American Portfolios Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services offered through Copper Beech Wealth Management an SEC Registered Investment Advisor & American Portfolios Advisors, Inc. an SEC Registered Investment Advisor. Copper Beech Wealth Management is independent of American Portfolios Financial Services, Inc. and American Portfolios Advisors, Inc.

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