Copper Beech Wealth Management - Mansfield, Massachusetts

michael D.

My wife and I have been with Adam since he started his investment company. He put together a retirement plan for us that allowed my wife (she’s younger than me) to retire early so that we can travel for 4 to 6 months a year without worrying about money. His follow through and communication is excellent. He regularly checks in with you through emails and zoom meetings to give you market updates as well as to ensure you have everything you need. And most importantly he has done a fantastic job with our investments! You will be very happy with Adam as your investment advisor.

margot L.

Adam was recommended to me by a friend and colleague whose opinion I valued and I have never looked back. Adam is the first manager of my 401k who has taken a personal approach to my account. He contacts me regularly with updates and sets up telephone appointments so we can review any changes to my life plans. He has some clients who on retirement wish to live internationally and this seems to be one of his strengths. He is so approachable and has such a warm caring personality. I feel I can contact him anytime and he will get back . I highly recommend Adam and I continue to recommend him to my friends.

Leah A.

Working with Adam is wonderful. He is responsive, up to date, and makes adjustments to our goals as the goalposts change over the years. He is very knowledgeable and his advice has been necessary. He meets with us regularly to ensure that our needs are met. This company is honest and can be trusted. Highly highly recommend them for your wealth management needs.

Eliot J.

I cannot recommend Adam enough! His expertise and professionalism in managing my funds have been truly exceptional. From the start, Adam took the time to understand my goals and crafted a tailored plan that perfectly aligned with my needs. His communication is clear, consistent, and transparent, giving me confidence in every decision.

If you’re looking for someone trustworthy, knowledgeable, and dedicated, Adam is the person to call.

John B.

I transitioned my portfolio over to Adam in 2023.

I had been with my former advisor for 20+ years who is very well versed in finance with extensive knowledge of the markets and economies and my overall returns were good. But he had me in “managed accounts” whom had me in so many holdings (ST & LT) that I felt out of control and besides yearend tax harvesting left the tax planning to my accountant. As a recent retiree I wanted to have a better understanding of my investments and better manage my tax ramifications.

I am quite pleased to have found Adam who efficiently transferred my portfolio into his guidance.
Adam has been professional, communicates well, listens well, and I appreciate his tax perspective, investment insight, and overall perspective which allows me to have a much better understanding of my accounts and specific needs in early retirement.

I highly recommend Adam as a Certified Financial Advisor.

Heather W.

Adam is great! Unlike other financial advisors I’ve had in the past, I actually talk to Adam. He checks in way more than twice a year and answers any random question I have. The communication is excellent and he explains anything I don’t understand. If you’re thinking about working with him and his team, do it! You won’t regret it. I highly recommend!

Joanie D.

I was in search of a local Financial Advisor to provide guidance and direction for the management, growth and distribution of my retirement funds. We have been very happy working with Adam Wojtkowski and his colleague Gregory Elms at Copper Beach Wealth Management. Right from our first meeting, Adam listened and understood my needs, answered all of my questions and addressed my concerns. Definitely would highly recommend.

Becky V.

Adam is an excellent, experienced advisor. He immediately builds trust and makes you feel at ease. He is constantly thinking of new and innovative ways to add value to his customers, and I appreciate his timely follow through!