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VERIFIEDAdam Wojtkowski
Copper Beech Wealth Management
20 Cabot Boulevard
Suite 300
Mansfield, MA 02048
508-290-0551
About Copper Beech Wealth Management
Copper Beech Wealth Group's mission is to stand beside you and help you achieve the peace of mind and confidence to pursue your financial future - no matter what the markets or your life may bring.
YOUR GUIDE.
We will be a sounding board for your dreams and concerns and assist you in developing and executing an investment strategy that is precisely your own.
YOUR PARTNER.
We will be a financial partner who shares your vision and works with you to discover all the possible strategies that can help address your financial goals
YOUR ADVOCATE.
We will be an advocate who supports and helps position you to pursue what matters to you today, tomorrow and for generations to come.
See Disclosures
General Information
Firm Start Year
2022
No. of Employees
2-4
automated call
Yes
CRD#
4803455
Firm CRD#
321059
Name of Custodial Firm
Fidelity Investments & Charles Schwab
Years of Experience in Financial Services
19
Number of Years with Current Firm
4
Work Experience
Adam has been in the financial services industry since 2003 and prior to starting Copper Beech, he worked for Smith, Salley & Associates, Beaumont Financial Partners, Citizens Bank and Fidelity Investments.
In 2010, he earned the Certified Financial Planner" Designation. The CFP® mark is a prestigious and highly respected professional designation labeled as the "Gold Standard" in the financial planning and wealth management industries globally. Most recently, in 2021, Adam completed course work through the Yale School of Management and became a Certified Private Wealth Advisor®.
Work with the following types of clients
Individual Investors, Non-Profit Organizations, Businesses
Advisory Services Provided
Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Money Management
Services
Investment Types
Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Stocks, Annuities, Mutual Funds
Can meet clients in the following ways
Your Home, Our Office, Phone, Email, Your Office, Our Offices, Video Conference
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CIMA®, CPWA®
Securities Licenses
Series 63, Series 66
Financial Organization Memberships
Paladin Registry, Financial Planning Association (FPA)
Firm Information
Firm's Number of Clients
Under 100
Firm's Number of Planning Clients
Under 100
Firm's Number of Managed Clients
Under 100
Assets Managed by Firm
$75,000,000
Advisor's Number of Clients
Under 100
Advisor's Number of Managed Clients
Under 100
Advisor's Number of Planning Clients
Under 100
Assets Managed by Advisor
$75,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
250000
Compensation Methods
Based on Assets, Flat Fee
Fee % Based on Assets
1
Education
Bachelors Degree - Accounting
Assumption College
1999 -2003
Wealth Management Theory & Practice -
Yale School of Management
2021 -2021
Disclosures
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1877629/retirementplanning-Copper-Beech-Wealth-Management-detailed-disclosure.html