What to Expect From Our Financial Advisors

We are an independent, employee-owned advisory firm built on the belief that financial guidance should be personal, transparent, and always in our clients’ best interests. Our experienced team manages over $665 MM in assets, yet we intentionally maintain a boutique structure to ensure every client receives the dedicated attention they deserve.

We take pride in building multi-generational relationships, serving as a trusted partner to help families navigate important financial decisions through all life’s stages. Whether you have deep roots in Northeast Wisconsin like we do or you’re based elsewhere in the country, we look forward to having a conversation.

Our Driving Purpose

Our mission is to deliver customized financial guidance through a holistic approach and meaningful ongoing dialogue with individuals and organizations.

About Our Team of Investment Advisors

When you work with Copper Harbor, you’ll find a team of dedicated professionals who bring a client-first mentality to every interaction. We are proud of every person’s diverse experience in investment management and financial planning. Working together, we promise to deliver personalized guidance and exceptional support.

About Your Experience

Working with Copper Harbor means partnering with an experienced team that has the freedom to put your interests first. We take pride in building lasting relationships, often spanning generations, through personalized attention and proactive service.

  • Client-Focused Approach

    We always act in the best interest of our clients.

  • Holistic Framework

    We consider every element of your financial situation when creating a plan.

  • Customized Strategies

    We always tailor solutions to reflect your needs and goals.

  • Relationship Driven

    We strive to understand every client on a personal level.

Market Insights That Matter

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