Copperwood Financial

Copperwood Financial provides investment advisory and financial planning services. Copperwood manages portfolios with a tactical allocation strategy, aiming to reduce risk and increase performance. They use various securities, including stocks, bonds, mutual funds, and real estate partnerships. For some clients, Copperwood manages held-away assets like 401(k)s through a third-party platform. They also offer high-yield cash management accounts through Flourish Cash. Copperwood may recommend third-party money managers and fund managers. Financial planning services are offered in two tiers, covering budgeting, retirement planning, tax planning, and estate planning.