AdamWojtkowski- Financial Advisor Mansfield, MA

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About Adam Wojtkowski

Copper Beech Wealth Group's mission is to stand beside you and help you achieve the peace of mind and confidence to pursue your financial future - no matter what the markets or your life may bring.

YOUR GUIDE. We will be a sounding board for your dreams and concerns and assist you in developing and executing an investment strategy that is precisely your own.

YOUR PARTNER. We will be a financial partner who shares your vision and works with you to discover all the possible strategies that can help address your financial goals

YOUR ADVOCATE. We will be an advocate who supports and helps position you to pursue what matters to you today, tomorrow and for generations to come.

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:

Adam Wojtkowski

Copper Beech Wealth Management