We believe everyone deserves access to solid, professional financial guidance. We value our position as your local SmartVestor Pro, serving Greater Boston & Central MA. Our planning process will ensure you are on the right track to meet your goals.
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SmartVestor Pros have a client-first mentality
SmartVestor Pros focus on the long-term
At our firm we truly care about your future
I provide a refreshing twist on financial planning
You choose a time that is convenient to talk to one of our advisors
It’s all about you. We’ll learn what you are trying to accomplish and explain how we might be able to help
We’ll set up a face-to-face appointment or zoom call to start building solutions to put you on the right track.
We’ll give you time to think about our recommendations.
At Copper Beech Wealth Management, we believe that it's important to have the heart of a teacher when it comes to financial planning and investment management. With our years of experience working for investment companies large & small, we believe our team can handle all of your financial needs.
Schedule a 20-Minute call to see how we can help you.