About Copper Beech Wealth Management & Our Mansfield Financial Planner Team

What We Believe and How We Work

Copper Beech Wealth Management exists to help neighbors in Mansfield and nearby towns make calm, confident decisions about money. Our mission is simple: listen closely, plan carefully, and walk beside you through retirement and the moments that matter—widowhood, divorce, inheritance, and caring for family. As a fiduciary, we put your interests first and communicate in plain Massachusetts English, not jargon.

What Guides Us

Fiduciary Care — Your goals drive every recommendation we make.

Clarity First — Straight talk and simple next steps at each review.

Relationship Focus — Familiar faces, steady communication, real progress.

Meet The Team

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Adam Wojtkowski, CFP®, CPWA®, CIMA®

Financial Advisor, Founder
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Lucy Valandra, CFP®

Director of Operations
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Laura Fortin

Director of Client Service

Frequently Asked Questions

Answers about our team and approach

  • What makes Copper Beech Wealth different?

    We connect planning, investing, retirement income, and taxes into one coordinated strategy—explained in plain English and reviewed throughout the year so decisions stay aligned with your goals.

  • Are you fee-only fiduciaries?

    Yes. We act in your best interest at all times and are compensated transparently by clients, not by commissions.

  • Who will I work with?

    You’ll work directly with our small team, including CFP® professionals. We cap relationships so you get proactive outreach and timely guidance—not a rotating call center.

  • Where are my assets held?

    In your name at well-known custodians such as Fidelity or Schwab. We manage the strategy and day-to-day oversight; you retain full visibility and control.

  • Do you specialize in retirees and life transitions?

    Yes. We focus on the “retirement red zone,” widows and widowers, individuals navigating divorce, and families experiencing inheritance or sudden wealth.

  • How often will we meet and how do you communicate?

    We meet at least annually and anytime life changes—virtually or in person. You’ll receive clear updates, easy-to-read reports, and prompt responses to questions.

  • How do fees work and what’s included?

    Fees are straightforward and disclosed upfront—generally a percentage of assets under management and, when appropriate, a planning fee. Your fee covers ongoing planning, portfolio management, and coordinated advice across taxes and retirement income.