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Copper Beech Wealth Management

Updated today

Client assets under management

$78,205,921

Clients

73

51% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

37

Low

Average account size

$1,071,314

About

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.

Client services

Financial planning Portfolio management

Expertise

College savings (529s, UTMA, etc.) Cash flow / budgeting

Fee options

Percentage

1.50% annually

Other

Fee-only: Fixed financial planning fees between $5,000 and $10,000

Main office location

Copper Beech Wealth Management

20 Cabot Blvd., Suite 300

Mansfield MA 02048, United States

Number of offices

3

Most active in

Massachusetts · Michigan · New Hampshire · Rhode Island

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Adam W

CFP®, Series 63, Series 66

Mansfield, MA

Copper Beech Wealth Management

Adam Wojtkowski is a CFP® professional with 17 years of industry experience, currently serving as the sole advisor at Copper Beech Wealth Management. His prior roles include positions at Northwest Asset Management, Smith, Salley & Associates, and Beaumont Financial Partners. Copper Beech Wealth Management provides portfolio management and financial planning services for individual and high-net-worth clients, managing approximately $78.2 million in discretionary assets. The firm employs a diverse investment approach incorporating multiple analysis methods and emphasizes diversification across equity and fixed-income exposures using primarily ETFs and mutual funds.

College savings (529s, UTMA, etc.) Cash flow / budgeting
user avatar

Lucy V

CFP®

Dexter, MI

Copper Beech Wealth Management

Lucy Valandra is a CFP® professional at Copper Beech Wealth Management with one year of industry experience. She previously worked at Stephens Consulting, LLC and Meridian Financial Partners LLC. Outside of advising, her background includes roles with the Great Meadow Foundation and involvement in equestrian safety and farm-related ventures. Copper Beech Wealth Management provides portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm uses a diversified investment approach that incorporates multiple analytical methods and offers tailored strategies through discretionary account management.

College savings (529s, UTMA, etc.) Cash flow / budgeting
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