Why Copper Square Private Wealth?
CSPW avoids compensation conflicts and does not earn commissions or fees from any financial, insurance, or mutual fund company.
Only about 25% of U.S. financial advisors are CERTIFIED FINANCIAL PLANNER™ professionals.
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.