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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Wave
- Established Date
- 09-23-2022
- Office Locations
- 1
Office Locations
About Copper Beech Wealth Management
Copper Beech Wealth Management is an independent RIA serving retirees and pre-retirees in Southeastern Massachusetts. The team builds integrated retirement plans covering Social Security timing, portfolio design, and tax-smart withdrawal strategies, delivered in-person or via Zoom. Uses ETF- and fund-based portfolios and can custody at Schwab or Fidelity. Maintains a deliberate client cap for high-touch service and is a Google Screened provider.
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Owner & Executives
ADAM RICHARD WOJTKOWSKI
Chief Compliance Officer, Managing Member
- CRD
- #4803455
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $78,205,921 | -- |
| Non-Discretionary | $0 | -- |
| Total | $78,205,921 | -- |
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Separately Managed Accounts
Total SMA Asset: $78,205,921
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,332,979,667 | 27.5% |
| Public Funds | $305,373,524 | 6.3% |
| U.S. Government/Agency | $1,139,091,715 | 23.5% |
| Corporate - Investment Grade | $1,492,937,227 | 30.8% |
| Municipal Bonds | $576,816,656 | 11.9% |
| Total | $4,847,198,789 | 100.0% |