Copper Square Private Wealth, LLC Company Profile, Contacts & Intelligence
Financial Services2 N. Central Ave.1 employeeFounded 2015
Employees
1
Company source estimate
Copper Square Private Wealth, LLC Overview
Copper Square Private Wealth (CSPW) is a fee-only financial planning and advisory firm serving mid-career professionals, business owners and plan sponsors. We provide monthly-retainer and flat-fee project based financial planning, asset-based investment management or a combination of both for a full wealth management experience. CSPW also provides consulting to business owners and plan sponsors on all aspects of their corporate retirement plans including fiduciary governance, investments, fees, plan design, provider management, and participant education & advice.
- Headquarters
- 2 N. Central Ave.
- Website
- www.coppersquarepw.com
- Industry
- Financial Services
- Founded
- 2015
- NAICS
- Finance and Insurance, Monetary Authorities-Central Bank
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