Copper Square Private Wealth, LLC
Copper Square Private Wealth, LLC is an independent, fee-only wealth management firm offering comprehensive financial planning and advisory services to mid-career professionals, soon-to-be retirees, and retirement plan consulting services to business owners and plan sponsors.
We offer monthly retainer and flat-fee project-based financial planning, asset-based investment management, or a combination of both for a complete wealth management experience.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
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.