Core Services

Copper Harbor seeks to provide individual attention to each of its clients. We understand that each client has individual circumstances that need to be integrated into an investment plan. We cater to these high net worth individual who seek to find an investment advisor that wants to understand them on an individual basis.
Investment Management
For investors, the biggest determinants of their experience and performance are cost effective implementation, deciding where to invest in the markets, rebalancing to take advantage of changes in the market, and structuring their investments to meet ongoing needs and tolerances for risk.  Our experience over a wide variety of investment environments gives us the skill and perspective to build portfolios based on our clients needs and goals.  This consultative approach sets us apart from other advisors focused on selling products and transactional relationships. We have a relationship built around you.
Retirement Plans
Every company’s retirement story is unique, and our goal is to bring retirement funding solutions—whatever they may be—to business owners. That’s why we collaborate with investment providers like T. Rowe, Vanguard, JP Morgan to design plans that address their unique characteristics and their employees’ specific retirement needs. When companies work with us, they can count on having a dedicated account manager to answer any and all questions and provide ongoing administrative services. Clients can call, email or meet with us in person—we’re available whenever and wherever we’re needed.
Financial Planning
Clients will, at some point, make the transition from working to retirement.  In that process, most clients have the same set of question:  How much money do I need to retire, How much can I afford to live on,  How long will my money last, At what age can I afford to retire,  When I should I start taking Social Security, etc.  With our planning process, we help alleviate the stress associated with planning for retirement and help clients answer those critical questions. Every client comes to us with unique needs and goals for retirement.  We can help you create a financial plan that best fits your needs and goals for retirement.

Investment Management

We assess risk tolerance and long term life goals to customize an investment plan our clients can engage with and understand.

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Retirement Plans

Learn how the right retirement plan can help you grow your portfolio, attract and retain valuable employees, and pursue your retirement goals.

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Financial Planning

We believe planning for your financial future is critical to your retirement success: “A failure to plan is a plan to fail” Benjamin Franklin.

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