Copper Beech Financial Group, LLC Employee Directory

Financial ServicesUnited States2-10 Employees

At Copper Beech Financial Group, we effectively manage every aspect of your family wealth.

Copper Beech acts as a family CFO and provides family office services that focus on tax efficiency, asset protection, and family governance. We collaborate with you, your family, and your trusted advisors to establish a generational wealth management plan. 

Our goal is not only to protect, preserve, and grow your wealth for generations, but to capture your family values and instill them in the next generation. We take you out of the middle and coordinate your trusted advisors on your behalf to make the best possible financial decisions for your family.

Securities offered through American Portfolios Financial Services, Inc. Member FINRA/SIPC Investment advisory and financial planning services offered through American Portfolios Advisors, Inc., an SEC Registered Investment Advisor. Copper Beech is an unaffiliated entity of APFS and APA. Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

Sign up for free to view info

Company overview Email format