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, monthly-retainer & 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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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.