Adam Wojtkowski

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About Adam Wojtkowski

Adams career in financial services began in 2003 with Mutual of Omaha, but it was at Fidelity Investments where he truly refined his expertise in retirement planning over 7 years. Seeking a more personal, client-focused approach, Adam spent the next decade at two Registered Investment Advisor firms before launching Copper Beech Wealth in 2022.

With over 20 years of experience, Adam is dedicated to helping retirees and pre-retirees over 50 to navigate their financial futures. His approach combines technical expertisesupported by advanced designations like Certified Financial Planner (CFP") and Certified Investment Management Analyst (CIMA®)with a personalized, hands-on strategy that addresses each clients unique needs. Whether its retirement income, investment management, or estate planning, Adams goal is to provide clear, actionable guidance that helps clients confidently move toward their financial goals.

Known for his calm demeanor, sense of humor, and creative problem-solving, Adam believes financial planning should be approachable and even enjoyable. A Worcester native and Assumption College graduate, he is deeply committed to making a meaningful impact in his clients lives while maintaining a positive and supportive connection.

Outside of work, Adam is inspired by his two daughters and the drive to lead by exampleboth as a father and a business owner. For Adam, helping people achieve their retirement dreams isnt just a job; its a true passion.

See Disclosures

General Information

Firm Start Year

2022

No. of Employees

automated call

CRD#

4803455

Firm CRD#

321059

Name of Custodial Firm

Fidelity Investments & Charles Schwab

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

Individual Investors, Non-Profit Organizations, Businesses

Advisory Services Provided

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

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CIMA^®, CPWA^®

Securities Licenses

Series 63, Series 66

Financial Organization Memberships

Paladin Registry, Financial Planning Association (FPA)

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

$75,000,000

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

$75,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

250000

Compensation Methods

Based on Assets, Flat Fee

Fee % Based on Assets

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