Financial Advisor Focused on Your Retirement

At Copper Beech Wealth Management, retirees and pre-retirees choose us when they want a human relationship with a financial advisor—someone who listens first, plans carefully, and stays close through life’s transitions. With 20+ years of experience and a deliberate client cap for personal attention, our team brings technical skill and empathy to every conversation. As a Google Screened provider with deep local roots, we meet clients in our Cabot Boulevard office, on Zoom, or over coffee near Mansfield Crossing or the MBTA station.

Why Copper Beech Wealth Management Feels Different

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Three Ways We Help

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Plan Clearly

Build a practical roadmap that connects cash flow, goals, and timing.

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Invest Wisely

Use diversified portfolios aligned to your comfort and needs.

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Lower Taxes

Coordinate withdrawal and Roth strategies to keep more in Massachusetts.

Wealth Management for Retirees

When you’re approaching or in retirement, you need wealth management that puts your income, taxes, and investments in one clear plan. Copper Beech Wealth Management helps you coordinate Social Security timing, retirement portfolio design, and tax-smart withdrawal strategies so your money works for the lifestyle you want in Southeastern Massachusetts—whether that’s concerts at the Xfinity Center, visits with family in Foxborough, Sharon, Plainville, or long weekends up the New England coast.

Services Snapshot

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Financial Planning

Holistic plans that connect every part of your life and money.

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Retirement Income

Turn savings into steady, sustainable paychecks.

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Investment Management

Disciplined, diversified investing with clear communication.

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Our Services at a Glance

Personalized planning that connects your life, and helps you keep more.

Copper Beech in the media

A quick look at recent mentions. Visit the full page for the complete list.

AARP’s guide explains how to choose a reliable estate executor, outlining key duties, the qualities to look for, and practical steps like naming alternates and organizing documents.

7 Things to Know About Appointing an Executor

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Cashing out a 401(k) can trigger income taxes, a 10% penalty, and big long-term losses from lost compounding; experts suggest alternatives like rollovers or 401(k) loans instead.

Experts Warn Against Cashing Out Your 401(k) Because It Could Cost You Thousands

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Local Confidence Builders

Easy Access
Minutes from I-95/I-495 with convenient parking.

Community Roots
Proud to serve Mansfield, Easton, Foxborough, Sharon, and Norton.

Flexible Meetings
In person, phone, or Zoom—your choice.