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Adam + Wojtkowski - Financial Advisor in Mansfield, MA

Paladin Research Report For:

Adam Wojtkowski

Copper Beech Wealth Group

20 Cabot Boulevard
Suite 300
Mansfield, MA 02048
508-290-0551

General Information

Firm Start Year
  • 2022
No.of Employees
  • 1
CRD#
  • 4803455
Firm CRD#
  • 147923
Name of Custodial Firm
  • Fidelity Investments, Charles Schwab, TD Ameritrade
Years of Experience in Financial Services
  • 19
Number of Years with Current Firm
  • 0
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, Businesses, Non-Profit Organizations
Advisory Services Provided
  • Financial Planning for Individuals, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Money Management

Compliance

Registered Investment Advisor
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
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
  • Flat Fee, Hourly, Based on Assets

Education

Bachelors Degree - Accounting
  • Assumption College
    1999 - 2003
Wealth Management Theory & Practice -
  • Yale School of Management
    2021 - 2021

BASIC INFORMATION NEEDED FOR THE INQUIRY