Copper Beech Wealth Management

Copper Beech Wealth Management (CRD# 321059) is a financial advisory firm headquartered in Mansfield, MA. They manage $47,325,960 in 160 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
20 Cabot Blvd., Suite 300 Mansfield, Mansfield, MA 02048
https://twitter.com/wojtkowskiadam
By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $295,787
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, RI

Financial Advisors at Copper Beech Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Adam Wojtkowski, financial advisor Mansfield MA
Adam R. Wojtkowski
CRD#: 4803455
20 Cabot Blvd., Suite 300 Mansfield, Mansfield, MA 02048
Adam Wojtkowski (CRD# 4803455) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Needham, MA and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals