Adam Wojtkowski

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About Adam Wojtkowski

Adam is a native of Worcester and started Copper Beech Wealth Group in February 2022.

Adam has close to 20 years of experience assisting families in cash flow analysis, risk management, tax planning, investment management, retirement income planning, & estate planning. Adam works to create unique strategies to address complicated wealth management issues, such as minimizing tax implications & optimizing philanthropic support, so each client can effectively control the destination and purpose of their wealth. To do so, he utilizes a comprehensive approach & incorporates a network of trusted advisors such as accounting, legal, real estate & insurance professionals.

Adam and his wife Debbie have two beautiful daughters, Avery and Sadie. While they currently reside in Plainville, Adam & Debbie have lived in South Boston, Somerville and Wilmington over the past 15 years.

See Disclosures

General Information

Firm Start Year

2022

No. of Employees

CRD#

4803455

Firm CRD#

321059

Name of Custodial Firm

Fidelity Investments

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Adam has been in the financial services industry since 2003 and prior to starting Copper Beech, he worked for Smith, Salley & Associates, Beaumont Financial Partners, Citizens Bank and Fidelity Investments.

In 2010, he earned the Certified Financial Planner^™ Designation. The CFP® mark is a prestigious and highly respected professional designation labeled as the "Gold Standard" in the financial planning and wealth management industries globally. Most recently, in 2021, Adam completed course work through the Yale School of Management and became a Certified Private Wealth Advisor®.

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Financial Planning for Individuals, Money Management, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CPWA^®

Securities Licenses

Series 66, Series 63

Financial Organization Memberships

Financial Planning Association (FPA), Paladin Registry

Firm Information

Firm's Number of Clients

Under 100

Firm's Number of Planning Clients

Under 100

Firm's Number of Managed Clients

Under 100

Assets Managed by Firm

$25MM

Advisor's Number of Clients

Under 100

Advisor's Number of Managed Clients

Under 100

Advisor's Number of Planning Clients

Under 100

Assets Managed by Advisor

$40,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

250000

Compensation Methods

Based on Assets, Hourly, Flat Fee

Education

Bachelors Degree - Accounting

Assumption College
1999 -2003

Wealth Management Theory & Practice -

Yale School of Management
2021 -2021

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1877629/paladinregistry-Copper-Beech-Wealth-Management-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Copper Beech Wealth Management