Copper Square Private Wealth, LLC

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.