Financial Advisor at Copper Square Private Wealth, LLC - Phoenix, Arizona, United States
Founded in 2015, Copper Square Private Wealth, LLC is an independent, fee-only Registered Investment Adviser (RIA) formed to provide expert, objective advice to private investors and institutional clients.The firm provides comprehensive financial planning and investment advisory services to high-net worth individuals and consulting to plan sponsors on all aspects of their corporate retirement plans including fiduciary governance, investments, fees, plan design, provider management, and participant education and advice.