A complete list of active advisors currently associated with Copper Square Private Wealth, LLC

Warmer can help you find a great advisor at Copper Square Private Wealth, LLC or one who fits your needs even better.

Copper Square Private Wealth provides investment management and financial planning to a mix of clients that includes pension and profit‑sharing plan sponsors, corporations, and individual investors, including non‑high‑net‑worth clients. The firm offers continuous portfolio management, financial planning and consulting services, and retirement-plan advice tailored to each client’s stated objectives. The firm’s investment approach emphasizes passive management within a modern portfolio theory framework and routinely uses third‑party managers (sub‑advisors or TAMPs) when appropriate, assisting clients in selecting and monitoring those outside managers. It also uses a third‑party platform to manage held‑away defined contribution participant accounts with discretion and may incorporate investment‑only variable annuities as a tax‑deferral planning tool. What is distinctive compared with many peers is the combination of services uncommon for a small investment manager: formal pension consulting to plan sponsors, explicit assistance in selecting other advisers, and the availability of hourly and project‑based planning arrangements in addition to asset‑based management. The firm operates with a very small advisory team and limited assets under management and its principal maintains outside employment, which may affect capacity and service delivery relative to larger firms.

To learn more about the advisors currently working at Copper Square Private Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.