About Us

Our approach is simple: We Evaluate each client's situation and goals, Create a investment plan and strategy, and Navigate utilizing thar investment plan through life's events. We work closely with our clients to achieve their investment goals while negotiating changing markets and life circumstances. The team at Copper Harbor Investment Advisors, LLC has experienced many market conditions and shifting life occurrences while protecting and growing assets. Individually, they bring a variety of skill sets including investment advisory, financial planning, trust advisory services and estate planning, which serve clients throughout their lives .

Collectively, the team is a powerful combination of experience, skill, and integrity which customers have come to trust, and rely on for guidance.