Who We Serve

Copper Beech Wealth Management focuses on real people in real transitions—retirees and pre-retirees, widows and widowers, individuals navigating divorce, sudden wealth recipients, business owners, and families planning for inheritance. From neighborhoods near Mansfield Crossing and the MBTA station to nearby Foxborough, Easton, Norton, Sharon, and Attleboro, our Mansfield financial advisors for divorcees and families build plans that match your goals, values, and timeline.

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Retirees & Pre-Retirees

Five to ten years from retirement—or already there—you want income you can rely on, not guesswork. We align investments, taxes, healthcare assumptions, and spending so your plan fits daily life in and around Mansfield.

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Widows & Widowers

In the months after a loss, decisions feel heavy. We help with survivor benefits, account retitling, and a calm plan for what comes next, delivered with empathy and steady follow-through.

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Three people in suits at a table: two men, one woman. Discussing, holding papers. Statuette, books, desk.

Individuals In Divorce

A new financial picture calls for clear-eyed planning. We organize assets, model tradeoffs, and build a path toward independence that reflects your priorities and time frame.

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Sudden Wealth

From inheritances and legal settlements to bonuses and equity compensation, we help turn a windfall into a thoughtful plan—tax-aware, values-aligned, and paced to your comfort.

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Clarity and care for the moments that matter

While we welcome a range of clients, our deepest expertise lies with people making big decisions: creating retirement income, organizing finances after loss, restructuring life during or after divorce, managing a windfall, aligning a business with personal wealth, and preparing to transfer assets to children or charities. When questions arise about Social Security, tax strategy, or portfolio changes, you’ll have a team that explains each step in plain English and coordinates with your other professionals.

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Retirement planning Massachusetts retirees can rely on

You’ve worked hard; now the goal is to enjoy what you’ve built. We guide Mansfield-area retirees and pre-retirees through income sequencing, Social Security timing, tax-aware withdrawals, and portfolio alignment so weekends at Xfinity Center and trips to the Cape fit comfortably in the budget. For details on timelines, spending rules, and how we coordinate investments and taxes, you can learn more about retirees and see how the process works from first meeting to ongoing review.

Wealth management for widows with compassion and clarity

Losing a spouse changes everything—finances, benefits, and day-to-day routines. We help you organize accounts, claim survivor benefits, and build a spending plan that respects your pace. Our team understands local considerations in Southeastern Massachusetts, from property decisions to tax timing, and we coordinate with your attorney and CPA so next steps happen smoothly. When you’re ready to go deeper, please visit widows and widowers for a closer look at our approach and resources.

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Financial advisors for divorcees planning a new chapter

Divorce is both emotional and financial. We clarify budgets, evaluate settlement options, and prioritize accounts so your plan is realistic today and resilient for the long term. If you’re moving within the I-95/I-495 corridor, downsizing near downtown Mansfield, or rethinking retirement dates, we’ll model the tradeoffs and organize next steps, from investment alignment to tax considerations.

Sudden wealth planning with steady guidance

An inheritance, settlement, liquidity event, or major bonus can feel exciting and overwhelming at once. Copper Beech Wealth Management helps Mansfield families pause, prioritize, and plan—mapping near-term cash needs, investment strategy, and a tax-aware schedule for deploying funds. We discuss gifting and charitable goals, coordinate with your CPA and attorney, and design a paced approach so your windfall supports the life you want in the years ahead.

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Wealth management for business owners

From Cabot Business Park to Route 140, local owners juggle cash flow, payroll, taxes, and growth—often leaving personal planning for last. We connect the dots: retirement plan selection (SEP IRA, Solo 401(k), or 401(k) with profit sharing), investment policy for business reserves, and strategies for liquidity or exit when the time is right. Your company and personal balance sheets should work together—today and when you transition out.

Financial planning for family inheritance and legacy

Whether you’re preparing to pass wealth or you’ve just received it, we translate intentions into action. That includes organizing beneficiary designations, coordinating with estate attorneys on trusts and titling, and aligning portfolios and withdrawals with tax considerations, including Massachusetts rules. We also help families communicate wishes clearly so gifts support education, housing, or charitable causes in a way that feels thoughtful and sustainable.

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Frequently Asked Questions

Do you work with clients outside Mansfield?

  • Do you work with clients outside Mansfield?

    Yes. Most clients are in Mansfield and nearby towns—Foxborough, Easton, Norton, Sharon, and Attleboro—but we also meet virtually across Massachusetts and New England.

  • What services are most helpful for retirees?

    Coordinated retirement income planning, portfolio alignment, and tax-aware withdrawal strategies. We connect these decisions so income feels steady and sustainable.

  • How do you support widows and widowers in the first year?

    We prioritize survivor benefits, cash-flow clarity, and account retitling, then create a step-by-step plan at a pace that feels comfortable. Empathy and clear checklists help reduce overwhelm.

  • Can you help during the divorce process or only after?

    Both. We can model scenarios during negotiations and organize the post-divorce plan—budget, investments, and timelines—once the settlement is finalized.

  • Do you help with sudden wealth decisions?

    Yes. We phase decisions, build a tax-aware plan, and align investing and giving so the windfall supports long-term goals.

  • How do you work with business owners?

    We coordinate retirement plan design, investment policy for reserves, personal planning, and eventual exit strategy so business and household goals stay aligned.

  • Is there an asset minimum?

    Our comprehensive service is typically best for households with approximately $1M+ in investable assets. If you’re approaching that range and want a dedicated team, we’re glad to talk.

  • How do you charge for services?

    We are fee-only fiduciaries. Depending on the engagement, fees may be based on assets under management, a planning fee, or both—always disclosed upfront.

  • Will you coordinate with my CPA and attorney?

    Yes. We work closely with your professionals so taxes, investments, and legal documents support one cohesive plan.

  • Where are client assets held?

    At major custodians—often Fidelity or Schwab—in your name. Copper Beech Wealth provides management and planning; we do not take custody of assets.

Ready To Get Started?

Whether you see yourself in one of these stories or have a unique situation, Copper Beech Wealth Management is here to help. Share your goals, ask your questions, and we’ll outline the best next step for your plan.