Wealth Management & Retirement
Copper Leaf Financial, LLC is the affiliated and separately registered financial planning branch of the Davis & Hodgdon Advisory Group.
Copper Leaf Financial
Serving clients nationwide from its offices in Williston and Rutland, VT, Copper Leaf Financial takes a holistic approach to wealth management for business owners, high net worth individuals, and their families.
We recognize that certain turning points in your life such as the sale of a business, financing your children’s education, or your retirement require careful financial planning. We’ll work with you to develop a plan that acts as a roadmap towards your financial future and ambitions – one that can help you maintain your lifestyle during retirement while carefully preserving wealth for the next generation.
The aim of our wealth management services is to take proactive steps that will align your finances to meet your personal objectives. To accomplish this, we’ll meet with you to discuss your concerns and learn all we can about your financial aspirations and life goals.
We then start to build a comprehensive plan that can safeguard assets throughout your life and transfer wealth to your beneficiaries with minimal tax implications. This proposal may include succession planning, estate planning, and investment management. As your wealth grows and your circumstances change, we’ll adjust this plan accordingly with the goal to positively impact your wealth on the lives of others – either heirs or charity.
Proceed With Confidence
Copper Leaf Financial, LLC is a SEC registered adviser affiliated with Davis & Hodgdon Advisory Group (DHAG). For more than 30 years, DHAG has provided comprehensive and timely planning with a proactive approach to tax services. Together, we have the ability to combine comprehensive financial planning with the careful, tax-aware eye of the CPA to give clients the confidence to map out their financial goals. Our leadership team includes licensed CPAs and Certified Financial Planner® professionals who can contribute an unparalleled understanding of how taxes impact your decisions about retirement, estate planning, investments and insurance.
We’ve become a key player and trusted advisor to our clients – in all of their financial issues – not just tax or investments.
You are encouraged to explore the Copper Leaf Financial site and learn more about the services we provide. Should you have any questions or would like more information about our firm, please feel free to email us at [email protected] or call us at (802) 878-2731.
Click here to view the Copper Leaf Financial brochure.
How We’re Different
Since we are not commission-based or tied to any one vendor, we can suggest the proper financial products that will help achieve your goals.
That kind of freedom changes everything. You’re looking for unbiased, sound planning and that’s what we deliver. We offer planning for a lifetime, a well-diversified portfolio, and responsible asset allocation.
Copper Leaf Financial Team
Copper Leaf Financial Resources
We offer an extensive library of resources for our clients and friends
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Copper Leaf Financial is an affiliated and separately registered entity.
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