Investment Management

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

Retirement Plans

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

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.

Our Approach

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.

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Copper Harbor Investment Advisors

Copper Harbor Investment Advisors is an independent, employee-owned, registered investment advisory firm with a singular focus on the success of our clients. As an investment fiduciary, we put our clients’ interests above all others. Recognizing that each client we work with has unique needs and objectives, we offer a diverse range of financial advisory services to develop a customized solution for each family and company we work with.

Copper Harbor was founded in 2014 based on the belief that individual investors and local companies can benefit from the same precepts and strategies that large, sophisticated institutions employ in the management of their capital. We cater to these high net worth individuals and businesses who demand diversification of assets, cost and risk controls through a customized plan that best fits their needs and goals.

Experience the Difference

Today, we remain committed to our clients and manage over $640 million in assets. All of our staff are investment professionals with trust and estate background. The firm is driven by meaningful relationships.

We Appreciate Clients and Their Business

With a combined 81 years of trust and investment management experience, our firm first founded in 2014 now boasts four partners. We pride ourselves in being accessible, proactive with the goal of knowing our clients and their families so as to be able to understand them on an individual basis.

Many advisor relationships are created by referrals. If you know someone who is complementary of their advisor ask that friend or trusted acquaintance for specific details as you search for what type of advisor may work best for you. Most of Copper Harbor Investment Advisors new client relationships come from referrals from existing clients.

Our Office

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