
Copperwood Financial Inc.
Copperwood Financial, Inc. is an independent financial planning firm offering comprehensive wealth management and strategic tax planning services. They specialize in serving business owners, medical professionals, executives, federal employees, professional athletes, and entertainers. Their services include financial planning, business planning, investment management, estate planning, and insurance and risk management. Acting as fiduciaries, they prioritize clients’ best interests, providing transparent, customized strategies to help clients achieve their financial goals.
5635 N Scottsdale Rd Suite #170 Scottsdale AZ 85250