Copper Beech Wealth Management

Copper Beech Wealth Management provides ongoing portfolio management and financial planning for individual and high-net-worth clients, and reported about $78.2 million in discretionary assets under management as of December 31, 2025. Services described in the firm brochure include tailored investment management (primarily using ETFs and mutual funds across equity and fixed‑income exposures), retirement-account fiduciary advice, and standalone financial planning with no stated account minimum.

The firm documents client objectives and risk tolerance through a Risk Profile questionnaire and typically seeks discretionary trading authority to implement portfolios that match those profiles. Investment decisions draw on a wide set of methods—charting, cyclical, fundamental, quantitative, technical analysis, and modern portfolio theory—and the firm employs both long‑term and short‑term trading approaches while emphasizing diversification including non‑U.S. exposure.

Notable features in the brochure include leadership-level advanced industry credentials (CFP®, CPWA®, CIMA®), a formal relationship with the DPL insurance platform to provide commission‑free insurance reviews and solutions (with the firm stating it does not receive insurance commissions), and an explicit process for selecting and conducting due diligence on third‑party sub‑advisers. The firm also names Fidelity and Charles Schwab among recommended custodians and discloses that it may receive research or other soft‑dollar benefits from custodians, which can influence brokerage selection.