We branded our team as Copper Tree Financial to align our name with the scope of planning we provide. We feel very fortunate to have helped so many individuals, families, and business owners over the years with their financial planning considerations and have thoroughly enjoyed sharing in both their personal and financial achievements.   

Copper Trees are known for reaching heights of 160ft tall, their muscular trunks, and lifespans of up to 300 years. Our business has many similarities. We have always been focused on growth, branching outwards, and generational wealth management. When clients begin working with us they are starting a unique long-term relationship that develops over time through a deep understanding of what matters most to them and their family.