Copper Square Private Wealth, LLC

Copper Square Private Wealth is an independent, fee-only firm offering comprehensive financial planning and advisory services to private investors; retirement plan consulting services to business owners and plan sponsors. We offer hourly & flat-fee project based financial planning, asset-based investment management or a combination of both for a full wealth management experience.
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Advisors at this Office

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This Office

2 N. Central Ave. Suite 1800 Phoenix, AZ 85004 Phone: (480) 359-4964

Primary Office

2 N. Central Ave. Suite 1800 Phoenix, AZ 85004 Phone: (480) 359-4964