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Why Copper Square Private Wealth?


CSPW avoids compensation conflicts and does not earn commissions or fees from any financial, insurance, or mutual fund company.

CFP® professional

Only about 25% of U.S. financial advisors are CERTIFIED FINANCIAL PLANNER™ professionals. 

*source: Kitces.com

Certified Investment Management Analyst® designee

Professional certification for financial advisors and investment consultants in advanced portfolio construction requires completing a sophisticated investment curriculum from a top business school (The Wharton School, University of Pennsylvania).


We cater to clients transitioning to the ‘back 9’ in life; successful Generation X+ professionals and soon to be retirees, established or start-up business owners and plan sponsors.