About Copper Beech Wealth Management

Copper Beech Wealth Group's mission is to stand beside you and help you achieve the peace of mind and confidence to pursue your financial future - no matter what the markets or your life may bring. YOUR GUIDE. We will be a sounding board for your dreams and concerns and assist you in developing and executing an investment strategy that is precisely your own. YOUR PARTNER. We will be a financial partner who shares your vision and works with you to discover all the possible strategies that can help address your financial goals YOUR ADVOCATE. We will be an advocate who supports and helps position you to pursue what matters to you today, tomorrow and for generations to come.

General Information Years of Experience in Financial Services:    19 Gender:    Male CRD#:    4803455 Work Experience:    Adam has been in the financial services industry since 2003 and prior to starting Copper Beech, he worked for Smith, Salley & Associates, Beaumont Financial Partners, Citizens Bank and Fidelity Investments. In 2010, he earned the Certified Financial Planner™ Designation. The CFP® mark is a prestigious and highly respected professional designation labeled as the "Gold Standard" in the financial planning and wealth management industries globally. Most recently, in 2021, Adam completed course work through the Yale School of Management and became a Certified Private Wealth Advisor®. Firm CRD#:    321059 Name of Custodial Firm:    Fidelity Investments Number of Years with Current Firm:    0 Work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations States Willing to do Business in:    Abington,Acton,Allston,Ashland,Attleboro,Attleboro Falls,Auburndale,Avon,Bedford,Bellingham,Berlin,Blackstone,Boston,Braintree,Bridgewater,Brighton,Brockton,Burlington,Cambridge,Canton,Charlestown,Chestnut Hill,Cohasset,Concord,Dedham,Dighton,Dover,East Bridgewater,East Taunton,Foxboro,Framingham,Franklin,Grafton,Hanover,Hingham,Holliston,Hopedale,Hopkinton,Hudson,Lincoln,Mansfield,Manville,Marlborough,Maynard,Medway,Mendon,Milford,Millis,Millville,Natick,Newton,Newton Center,Newton Highlands,Newton Lower Falls,Newton Upper Falls,Newtonville,Norfolk,North Attleboro,North Providence,Northborough,Northbridge,Norton,Norwell,Norwood,Pawtucket,Plainville,Providence,Raynham,Rehoboth,Rockland,Roslindale,Seekonk,Sharon,Sherborn,Shrewsbury,South Grafton,Southborough,Stoughton,Stow,Sudbury,Sutton,Taunton,Upton,Uxbridge,Waban,Waltham,Wayland,West Newton,West Roxbury,Westborough,Westwood,Whitinsville,Winchester,Woburn,Woonsocket,Wrentham Advisory Services Provided:    Financial Planning for Individuals, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management

Services Investment Types:    Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs) Can meet clients in the following ways:    Your Office, Email, Phone, Our Office, Your Home, Our Offices, Video Conference

Qualifications & Memberships Certifications, Accreditations & Designations:    CFP®, CPWA® Securities Licenses:    Series 63, Series 66 Financial Organization Memberships:    Paladin Registry, Financial Planning Association (FPA)

Firm Information Assets Managed by Firm:    $25MM Assets Managed by Advisor:    $40,000,000 Advisor's Number of Clients:    Under 100 Firm's Number of Clients:    Under 100 Advisor's Number of Planning Clients:    Under 100 Advisor's Number of Managed Clients:    Under 100 Firm's Number of Planning Clients:    Under 100 Firm's Number of Managed Clients:    Under 100

Compliance Criminal Disclosures in Last 5 years:    Have a clean record Compliance Disclosures in Last 5 years:    Have a clean record Registered Investment Advisor:    Yes Investment Advisor Representative:    Yes Acknowledged fiduciary:    Yes

Compensation and Fees Compensation Methods:    Based on Assets, Hourly, Flat Fee Minimum Portfolio Size for New Managed Accounts:    250000 Fee Structure:    Fee-Based

Frequently Asked Questions

Q.	What are your qualifications? What is your education background?

Q.	How are you compensated? How will I pay for your services?

Q.	How many clients do you currently manage?

Q.	Will you be the only person working with me?

Q.	Have you ever been charged with any breaches?

Q.	What is your approach to financial planning?

Q.	What services do you offer?

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Q.	What are your qualifications? What is your education background?
I have been helping clients with investment management and retirement planning since 2003. I became a Certified Financial Planner Practitioner in 2010, and a Certified Private Wealth Advisor in 2022.

Q.	How are you compensated? How will I pay for your services?
Fee based on assets under management, planning only fees

Q.	How many clients do you currently manage?
Less than 100.

Q.	Will you be the only person working with me?
Yes, but I am supported by a larger organization

Q.	Have you ever been charged with any breaches?
No

Q.	What is your approach to financial planning?
I believe that understanding a clients goals and objectives is the first thing that must take place before any advice or recommendations can take place.

Q.	What services do you offer?
Individual Stock and Individual Bond Portfolio Management, ETF Portfolio Management, Financial Planning, Retirement Income Planning, Trustee Services, Estate Planning, Tax Efficient Portfolio Management, Tax Efficient Withdrawal Strategies.