An Independent Investment Management Firm

Copper Harbor builds lasting partnerships with people and businesses through tailored financial strategies.

We Take Financial Planning Personally

At Copper Harbor, we take the time to understand your complete financial picture before creating a customized plan. With over 100 years of combined experience, our team is invested in building a lasting partnership that will evolve alongside your life’s journey.

Our Core Services

Our boutique structure allows us to provide highly detailed attention, with our entire team collaborating to understand and serve your individual needs. Here’s how we can help you.

  • Wealth Management

    We evaluate your risk tolerance and long-term goals to develop an investment strategy that adapts alongside your changing needs.

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  • Financial Planning

    Through our structured planning process, we provide comprehensive guidance to help you make informed decisions about your financial future.

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  • Institutional Services

    We partner with institutions by providing fiduciary guidance, investment management, and customized strategies for retirement plans or investment accounts.

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The Copper Harbor Difference

As an independent firm, we have the freedom and knowledge to focus entirely on what’s best for your financial interests. Plus, unlike larger organizations, we personally interview and evaluate every professional we recommend, from CPAs to attorneys. This careful vetting process ensures your entire financial network works in harmony toward your goals.

Copper Harbor,
By the Numbers

All stats as of January 30, 2025

 228

Clients Served

$665MM

Assets Managed

21

States Covered

25

Daily Cups of Caffeine

15

Pets

Why Choose Copper Harbor?

  • Independence in Action

    Your best interests drive our everyday decisions.

  • Experience Matters

    We have deep knowledge in retirement planning for businesses, asset management, and financial planning.

  • True Partnerships

    Every account receives the dedicated attention it deserves from our collaborative team.

  • Holistic Understanding

    We zoom out to understand your financial outlook in its full context.

Market Insights That Matter

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Where thoughtful planning meets personal attention.

Your next step is a quick conversation with a member of our team. We look forward to hearing from you!