Adam Wojtkowski
With over 20 years of experience, Adam is dedicated to helping retirees and pre-retirees over 50 to navigate their financial futures. His approach combines technical expertise - supported by advanced designations like Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA®) - with a personalized, hands-on strategy that addresses each client's unique needs. Whether it's retirement income, investment management, or estate planning, Adam's goal is to provide clear, actionable guidance that helps clients confidently move toward their financial goals.
Known for his calm demeanor, sense of humor, and creative problem-solving, Adam believes financial planning should be approachable and even enjoyable. A Worcester native and Assumption College graduate, he is deeply committed to making a meaningful impact in his clients' lives while maintaining a positive and supportive connection.
Outside of work, Adam is inspired by his two daughters and the drive to lead by example - both as a father and a business owner. For Adam, helping people achieve their retirement dreams isn't just a job; it's a true passion.
YOUR GUIDE. We will be a sounding board for your dreams and concerns and assist you in developing and executing an investment strategy that is precisely your own.
YOUR PARTNER. We will be a financial partner who shares your vision and works with you to discover all the possible strategies that can help address your financial goals
YOUR ADVOCATE. We will be an advocate who supports and helps position you to pursue what matters to you today, tomorrow and for generations to come.
2022
2-4 Employees
Fidelity Investments & Charles Schwab
Abington, Acton, Allston, Ashland, Attleboro, Attleboro Falls, Auburndale, Avon, Bedford, Bellingham, Berlin, Blackstone, Boston, Braintree, Bridgewater, Brighton, Brockton, Burlington, Cambridge, Canton, Charlestown, Chestnut Hill, Cohasset, Concord, Dedham, Dighton, Dover, East Bridgewater, East Taunton, Foxboro, Framingham, Franklin, Grafton, Hanover, Hingham, Holliston, Hopedale, Hopkinton, Hudson, Lincoln, Mansfield, Manville, Marlborough, Maynard, Medway, Mendon, Milford, Millis, Millville, Natick, Newton, Newton Center, Newton Highlands, Newton Lower Falls, Newton Upper Falls, Newtonville, Norfolk, North Attleboro, North Providence, Northborough, Northbridge, Norton, Norwell, Norwood, Pawtucket, Plainville, Providence, Raynham, Rehoboth, Rockland, Roslindale, Seekonk, Sharon, Sherborn, Shrewsbury, South Grafton, Southborough, Stoughton, Stow, Sudbury, Sutton, Taunton, Upton, Uxbridge, Waban, Waltham, Wayland, West Newton, West Roxbury, Westborough, Westwood, Whitinsville, Winchester, Woburn, Woonsocket, Wrentham
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Adam has been in the financial services industry since 2003 and prior to starting Copper Beech, he worked for Smith, Salley & Associates, Beaumont Financial Partners, Citizens Bank and Fidelity Investments.
In 2010, he earned the Certified Financial Planner" Designation. The CFP® mark is a prestigious and highly respected professional designation labeled as the "Gold Standard" in the financial planning and wealth management industries globally. Most recently, in 2021, Adam completed course work through the Yale School of Management and became a Certified Private Wealth Advisor®.
Individual Investors, Non-Profit Organizations, Businesses
Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Money Management
Paladin Registry, Financial Planning Association (FPA)
Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Stocks, Annuities, Mutual Funds
Your Home, Our Office, Phone, Email, Your Office, Our Offices, Video Conference
Fee-Based
250000
Based on Assets, Flat Fee
1
Under 100
Under 100
Under 100
$75,000,000
Under 100
Under 100
Under 100
$75,000,000
Yes
What are your qualifications? What is your education background?
How are you compensated? How will I pay for your services?
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Will you be the only person working with me?
Have you ever been charged with any breaches?
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
When: 12/01/2020 | By:
Location:
Details: https://www.investmentnews.com/financial-advisers-uncertain-biden-impact-taxes-economy-199861<br></br> "Clients might have to make year-end decisions with incomplete information, and it's not as if t...
When: 11/27/2020 | By:
Location:
Details: https://www.cnbc.com/2020/11/27/covid-19-brought-unique-challenges-for-multigenerational-families.html<br></br> Sharing costs can be beneficial to everyone's finances in a multigenerational family. F...
