# MA Copper Beech Wealth

- **Website:** <https://copperbeechwealth.com>
- **Primary alias:** `copperbeechwealth.com`

## Description

Copper Beech Wealth Management is an independent, fee-only fiduciary wealth management firm based in Mansfield, Massachusetts. The firm serves retirees and pre-retirees, as well as widows and widowers, divorcees, business owners, and families managing sudden wealth or inheritance. Its team of CERTIFIED FINANCIAL PLANNER® professionals brings more than 20 years of experience and emphasizes personal relationships, careful listening, and ongoing support through life’s transitions.

Copper Beech offers financial planning, retirement income planning, investment and portfolio management, and tax-planning strategies. Its services help clients connect cash flow, goals, and timing; turn savings into sustainable retirement income; and build diversified investment portfolios suited to their needs and comfort. Planning may also address Social Security timing, portfolio design, tax-smart withdrawals, and Roth strategies.

The firm aims to give clients a clear, practical plan for their wealth and retirement lifestyle. Meetings are available in person at its Mansfield office, by phone, or over Zoom, serving clients across Southeastern Massachusetts.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idYj2n2Uzq/w/812/h/154/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1790437034265)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Blue Zodiac | #0b1e36 | accent |
| Black | #000000 | dark |
| Regent St Blue | #99c6e1 | light |

## Fonts

- Work Sans — asset _(google)_
- Source Sans Pro — asset _(google)_

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_Source: <https://brandfetch.com/copperbeechwealth.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._