We serve our community BY GIVING BACK
Your goals, needs and concerns are unique. That’s why at Copper Beech Wealth Management Group of Raymond James, we believe in a personalized – not cookie-cutter – approach. Our focus is on every part of your life that intersects with your finances.
We work with clients from all walks of life, from business owners and healthcare professionals to retirees, playing a key part in their financial journey. We make a point to stay connected with you, celebrating with you in good times and comforting you through challenging times. This helps us adjust your financial plan to stay in sync with you at each stage of life.
Courage is what it takes to stand up and speak; courage is also what it takes to sit down and listen.
Winston Churchill
