Thankful Beyond Measure

As Thanksgiving approaches, I find myself reflecting on all that I’m grateful for — and at the top of that list are the incredible people who make Copper Beech Wealth what it is.

Our Clients

To our clients — thank you! You invite us into your lives, share your goals, your stories, and your dreams. We never take that trust for granted. Whether we’re walking beside you through a major transition, celebrating a new milestone, or simply ensuring your financial life stays on course, we’re deeply honored to serve as your partners. Your commitment to living with purpose inspires everything we do.

Our Team

To our team — I couldn’t be prouder. Every day, you show up with dedication, compassion, and excellence. You care not only about the work, but about the people behind it. You make this firm stronger with every interaction. Copper Beech isn’t just a company — it’s a family, thanks to you.

My Girls

And finally, to my girls, Avery and Sadie, — you are my greatest blessing. You remind me what this is all about: building a life full of meaning, love, and laughter. Every late-night story, every early-morning breakfast, every small moment in between — those are the things I cherish most. You keep me grounded and grateful.

This season, I hope we all take a moment to pause, to look around the table, and to truly feel the abundance that surrounds us.

From all of us at Copper Beech Wealth — Happy Thanksgiving!

— Adam