Services

How We Help Begins With Who You Are

At Copper Beech Wealth Management, LLC, we enjoy the process of planning and serving as a resource for you, our client. By beginning our relationship with getting to know you, we’re able to create a strategy that works well for you, your lifestyle and the long-term goals you have in mind.

Our Clients Are Typically…

Pre-Retirees or Retirees

PREPARING FOR THE FUTURE

Whether you're 5 years from retirement or 5 years into retirement, we can help you add structure to your plans. We specialize in retirement income planning, with a focus on tax-efficient distribution strategies and tax-smart allocation plans. Many of our clients come to us on the verge of retirement, and we help them put all the pieces to the puzzle together and figure out a plan that makes sense.

Corporate Employees

FACING FINANCIAL COMPLEXITIES

Helping clients retire often means becoming very familiar with company benefit packages and the ins and outs of retirement plans at each company. Whether it's trying to take advantage of benefits while working, or considering strategies like net unrealized appreciation of your company stock in your 401k, we can help.

Individuals or Families

SEEKING TRUE GUIDANCE

We meet a lot of families with young children at home that are looking to add more structure to their finances and begin working with a professional. Maybe you've been in the workforce for a number of years, but now with kids at home, trying to juggle the financial goals of saving for retirement, college, and/or a down payment on a new home, we can help.

What They’re Interested In:

Financial Planning

Developing a unique plan that is based on your lifestyle, goals and long-term needs is the aim throughout our financial planning process. And, because each aspect of your finances ultimately impacts the details of your life, we’ll cover a number of topics, including:

Cash Flow & Spending
Employee Benefits
College Funding
Insurance
Legacy Planning
And More

Portfolio Management

With longevity in mind, we’ll work to design an investment portfolio that incorporates your needs, as well as those of the everchanging markets. By working closely with our team, we’ll aid in your confidence every step of that way as we position your portfolio to meet your financial goals.

Retirement Income Planning

Working closely with your estate attorney, we will establish and/or maintain your estate plan to reflect your hopes for the future of your life and your wealth. Through private trust services, generational planning and various strategies, our team will help guide you through this next chapter of your life.

Tax Planning

Your financial circumstances require professional attention from those with varying experience. With the help of CPAs dedicated to the complexities of tax planning (or your current professional team), we will work to ensure your wealth lasts and is spent in the way that you intend over time.

Placing Transparency at the Forefront of Our Relationship

When it comes to fees, our focus is ultimately on your financial well-being, rather than to sales commissions. During our introductory meeting, we will discuss any details and/or questions you may have.

Ready To Get Started?

Discover Our Process

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

adam@copperbeechwealth.com | (508) 290-0551