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Copper Square Private Wealth is an independent, fee-only financial planning and advisory firm providing expert, objective advice to Generation X+(born after 1946), business owners and retirement plan sponsors.

Financial Planning 

Comprehensive financial planning strategies for your stock compensation, taxes and business so you can make informed decisions related to your wealth.

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Investment Management

We build portfolios around managers with the ability to deliver compelling risk-adjusted returns tailored to the specific goals of each client.

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Retirement Plan Consulting Services

Objective and transparent investment guidance for 401(k)s, 403(b)s, and non-qualified deferred compensation plans.

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