Coppertree, LLC Information

The mission of Coppertree, is based on a simple and far-reaching premise: To deliver to our clients the same unbiased, thorough and competent financial planning advice that we would demand for our own families. To that end, we’re pleased that we’ve provided some of the most comprehensive and personalized financial services available to individuals and families, as well as foundations, corporations and 501(c)(3) non-profits. Our collective achievements have earned us a measure of recognition and a reputation for industry excellence. In addition to being lifelong learners, firm President Adam Waitkevich, holds these valued designations CFP®, CDFA™, AIF®.