HOW WE HELP
As a fee-only and fiduciary firm, Copper Square Private Wealth provides comprehensive financial planning, investment management, and retirement plan consulting services to assist clients with making well-informed, important financial decisions related to their unique goals.
Situation |
Solution |
| You’re in the middle of your executive career with equity compensation, a growing family, and have assets all over the place that need coordination. |
Financial Planning Whether it’s RSUs (Restricted Stock Units), stock options (NQSOs and ISOs), stock purchase plan (ESPP), Social Security, pension, stocks and more. We’ll identify all potential sources of income so you can look forward to your life in retirement.
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| You need some hands-on guidance on which investment strategies are right for you. |
Investment Management We strive to build portfolios of best-in-class investment managers across all asset classes tailored according to your unique risk profile.
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| You are a plan sponsor seeking guidance in meeting Employee Retirement Income Security Act (ERISA) fiduciary responsibilities. |
Retirement Plan Consulting Services Objective and transparent investment services that incorporate fiduciary management principles and ERISA best practices.
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