We assess risk tolerance and long term life goals to customize an investment plan our clients can engage with and understand.
Learn how the right retirement plan can help you grow your portfolio, attract and retain valuable employees, and pursue your retirement goals.
We believe planning for your financial future is critical to your retirement success: “A failure to plan is a plan to fail” Benjamin Franklin.
We Evaluate each client’s unique situation and goals.
We Create an investment plan and strategy based on your goals and risk tolerance.
We help you Navigate through market volatility utilizing investments that best fit your needs before and after retirement.
Copper Harbor Investment Advisors
Experience the Difference
Today, we remain committed to our clients and manage over $430 million in assets. All of our staff are investment professionals with trust and estate background. The firm is driven by meaningful relationships.