Our Services
Everything you need, working together
Copper Beech Wealth Management provides holistic financial services in Mansfield, MA for retirees, pre-retirees, and families across Southeastern Massachusetts. From neighborhoods near Mansfield Crossing and the MBTA station to Foxborough, Easton, Norton, Sharon, Plainville, and Attleboro, we align your plan, portfolio, taxes, and income so the details feel manageable—and your next step is clear.
Financial Planning
Holistic financial planning tailored to your goals—retirement timing, cash flow, investments, and taxes—kept current as life changes in and around Mansfield.
Retirement Income Planning
Retirement Income Planningurn savings into a steady paycheck with Social Security timing, sustainable withdrawal rules, and tax-smart sequencing so your money lasts throughout retirement.
Investment & Portfolio Management
Disciplined, diversified portfolios aligned to your risk and goals, using low-cost funds, proactive rebalancing, and clear reporting; assets held at Fidelity or Schwab.
Tax Planning Strategies
Proactive tax planning—Roth conversions, asset location, loss harvesting, and RMD coordination—to reduce lifetime taxes for Massachusetts retirees and families.
One team, one cohesive plan
Every recommendation is connected. Investment changes consider taxes; retirement income reflects markets and healthcare costs; plan updates drive portfolio adjustments. Copper Beech Wealth Management keeps your strategy aligned across accounts and seasons of life so you’re never piecing things together alone.
Estate, legacy, charitable giving, and insurance guidance
We help you prepare for what’s next—legacy wishes, charitable gifts, long-term care considerations, and coordination with your attorney and CPA. These topics fold into your broader plan so decisions feel thoughtful and organized rather than rushed.
Why Clients Choose Copper Beech
Why do families choose Copper Beech Wealth Management over larger firms or robo-advisors? It comes down to depth, clarity, and steady guidance tailored to life in Southeastern Massachusetts. Here are the questions we hear most—and the answers that guide how we work.
How is your approach different from other advisors?
We connect planning, investing, taxes, and income into one coordinated strategy. Instead of siloed advice, you get a cohesive plan reviewed throughout the year so decisions about withdrawals, rebalancing, and giving all align.
Are you fiduciaries, and how are you paid?
Yes—fee-only and fiduciary. Our compensation is transparent and aligned with your interests. You’ll always know what you’re paying and what’s included.
Who manages my accounts and where are assets held?
Your accounts are in your name at major custodians like Fidelity or Schwab. We manage the strategy and day-to-day oversight while you retain full visibility and control.
Do you specialize in retirees and the years around retirement?
Yes. We focus on the “retirement red zone”—the five to ten years before and after you stop working—when income sequencing, Social Security timing, and tax-aware withdrawals matter most.
How many clients do you serve?
We intentionally limit relationships so you get proactive outreach, timely reviews, and calm counsel during market noise. You’re never a ticket in a queue.
What if I’m comparing DIY investing or a robo-advisor?
Automation can handle simple tasks. Our role is to connect the dots, keep you disciplined through volatility, and make integrated decisions that reflect your goals, taxes, and timeline—especially valuable in retirement or after major life events.
Not sure where to start? We’ll guide you.
Tell us what you want your money to do—retire on a timeline that fits, organize finances after a transition, or simplify a complex picture. We’ll outline the right mix of services and next steps in a short introductory call.