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IMPROVING INVESTOR OUTCOMES
THROUGH CONNECTED FINANCIAL PLANNING

Financial Planning you can use to improve your life.


DOES MY PORTFOLIO FIT ME?

Coppertree Financial Planning & Investments in Westborough, Massachusetts

 

Coppertree®, LLC is an independent financial planning and investment management firm. Our primary objective is to make planning and investing less complicated, less expensive and more useful. It’s our job to help you cut through the sales gimmicks, high-priced investment products and made-up professional titles so you can reap the long-term benefits of no-nonsense planning that works. We call it “Connected Planning.”

Independent

We are our own boss and wouldn’t have it any other way. What does this mean for you? This means you get authentic, unbiased financial advice without the harmful conflicts of a larger firm pushing products and higher fees into the process. Because we don’t have to share revenue with a big, bossy company, we can pass those savings along to our clients (and we do).

Experienced 

You’ll work with a CFP® for all your planning needs as well as a team with over 65 years of investment experience – and we won't make you wait that long to start making good choices. We understand investing from an academic perspective and we’ll help you enjoy a better investment experience through education and consistency. We combine our expertise to help you develop a plan that makes sense and improves your odds of success.

Process Driven

Without a roadmap and a plan of action, you can expect a frustrating investment experience. Effective financial planning is much more than assembling diversified portfolios. Long-term success is a result of continuously connecting all the many moving parts in your life to your unique and personal goals. At Coppertree, we’ll keep you educated, organized and on track.

There are two times in a man's life when he should not speculate: when he cannot afford it and when he can.

MARK TWAIN

Risk is good. Not properly managing your risks is a dangerous leap.

EVEL KNIEVEL

It's not easy to get rich in Las Vegas, at Churchill Downs, or at the local Merrill Lynch office.

PAUL A. SAMUELSON

WHAT WE OFFER


Peace of Mind and Happiness

Through simple yet all-inclusive planning, we work to make your long-term goals more perceptible and less abstract so you can make more assertive choices. Using proven investing principles and continuous education, we’ll help you increase your confidence and reduce uncertainty so you can worry less… and enjoy more.

 

Financial Planning in Westborough Massachusetts icon

Financial Planning

An all-encompassing and over-used term for certain, but we’ll help give it meaning and purpose specifically for you. For us, it’s simple and it’s the key to a better investment experience.

At Coppertree, financial planning is the collective organization and accounting of EVERYTHING that impacts your life with respect to money – Income, expenses, savings, investments, taxes, insurance, and family. At its core, financial planning is connecting your money to your life – Connected Planning. We’ll help you to organize all that you have right now (the good and bad) and arrange things so that you have the best chances to reach your unique goals and wishes. A Coppertree® Plan will serve as your personal template and roadmap that keeps you disciplined, aware and organized.

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Investment Management

Putting science and decades of academic evidence on your side to put the odds in your favor.

Despite overwhelming evidence to the contrary, many investors and “professionals” continue to believe they can select tomorrow’s outperforming asset manager and beat the market. This can lead to an endless and costly cycle of performance-chasing and a frustrating investment experience (we know, we used to think the same way). At Coppertree, we’ll educate you on the proven merits of asset-class investing and help you identify your personal risk score. The result is a process that connects your investments to your life in a way that makes sense. Are you tired of micro-managing your investments? Meet with us and break the cycle. We’ll help you worry less and achieve more.

 


For more information or to schedule an initial consultation with an adviser, please contact Coppertree at 508-719-8510


Diversification is your buddy.

MERTON MILLER

When the time comes to buy, you will not want to.

WALT DEEMER

I made my money selling too soon.

BERNARD BARUCH

OUR TEAM


Meet the Coppertree Team

For more information or to schedule an initial consultation with
an advisor, please contact Coppertree at 508-719-8510.


ADAM WAITKEVICH Photo

ADAM WAITKEVICH

PRESIDENT & FOUNDER
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Adam Waitkevich CFP AIF CDFA ADFA financial planner in Westborough Massachusetts

ADAM WAITKEVICH

PRESIDENT & FOUNDER

Adam earned his B.S. in economics from Clark University where he graduated summa-cum-laude. He is a Certified Financial Planner™ Practitioner (CFP®) and also holds the following designations: Accredited Investment Fiduciary® (AIF®), Certified Divorce Financial Analyst™ (CDFA™) & Advanced Divorce Financial Analyst ® (ADFA®).

Adam believes that financial planning goes far beyond stock markets and projections and also should include family, happiness and maximizing quality of life. His hopes are that his advice will empower clients to behave better as investors and worry less about their future so they enjoy today more.

ED ZYWIEN Photo

ED ZYWIEN

FINANCIAL ADVISOR
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Ed Zywien financial advisor in Westborough Massachusetts

ED ZYWIEN

FINANCIAL ADVISOR

For over 25 years, Ed has positively impacted the financial lives of hundreds of individuals, families and corporations through his insightful guidance. Separating Ed from most advisors is his undeniable gift of genuine empathy and his unique ability to simplify for his clients the often-confusing world of investments and finance. An industry veteran, Ed specializes in corporate retirement plans and the wealth management needs of families and business owners. Ed graduated from Nichols College where he received his degree in finance.

JOHN WILSON Photo

JOHN WILSON

FINANCIAL ADVISOR
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JOHN WILSON

FINANCIAL ADVISOR

John spent the early part of his career within consumer products marketing before making a life-changing move into personal finance and investing. For the past 20 years, John has dedicated his time to prudently advising his loyal clients on how best to save, invest and better manage their complex financial lives and investments. John works with individuals and families and specializes in portfolio management. He is a graduate of Wesleyan University and Harvard Business School.

HIBA CHARARA Photo

HIBA CHARARA

OPERATIONS
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Coppertree Financial Planning in Westborough, Massachusetts

HIBA CHARARA

OPERATIONS

Hiba has over 13 years experience within the financial advisory field. Prior to joining Coppertree, Hiba advanced quickly within her role at Fidelity Investments where she provided compliance, regulatory and customer support within the retirement plan division. Hiba graduated from the American University of Beirut where she earned her degree in Public Administration. She is the only multi-linguist at Coppertree and is fluent in French, English and Arabic (and knows quite a bit of Spanish as well).

As the firm’s Operations Manager, Hiba is integral to all aspects of the client experience as well as the daily schedules, compliance and support needs of the firm’s financial advisors. In her spare time Hiba likes to volunteer, bake, take nature walks and spend time with her two sons.

Don't try to buy at the top and sell at the bottom.
It can't be done except by liars

BERNARD BARUCH

The stock market is filled with individuals who know the price of everything, but the value of nothing

PHILLIP FISHER

The safe way to double your money is to fold it over and place it in your pocket.

FRANK 'KIN' HUBBARO

CLIENT CENTER


Welcome to The Coppertree Client Connection Center. Here you will find access to valuable resources designed to help you keep track of your financial planning progress and investments. Below are links to some of today’s industry leaders in financial technology that make it easy for you to stay engaged and on-track. Please contact any of us here at Coppertree for assistance with access and/or log-in information.

 

Fidelity Account Access

Enter here for secure access to all your Coppertree accounts. Here you can view balances, change preferences, and access world-class market news and research tools.

Fidelity is a custodian for Coppertree Financial Planning

VISIT THE FIDELITY ACCOUNT ACCESS

Coppertree Connected Planning

Get Organized. Enter here to work with your personalized financial planning data center. Aggregate, organize and monitor all the moving parts of your life in one place. Here you can easily track balances and net worth as well as share data with us so that your planning is always accurate and up to date.

emoney portal for Coppertree Financial Planning

VISIT OUR CONNECTED PLANNING SITE

Track your investments.

This portal is designed to provide accurate portfolio allocation and performance statistics. Get a clear and accurate view of everything you own and how it impacts your total balance.

Orion portal for Coppertree Financial Planning

VISIT COPPERTREE PERFORMANCE PORTAL

All the time and effort people devote to picking the right fund, the hot hand, the great manager, have, in most cases, led to no advantage.

PETER LYNCH

While we are postponing, life speeds by.

SENECA

Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.

PAUL SAMUELSON

CONTACT


GET DIRECTIONS

 

Address

80 Flanders Rd Suite 302
Westborough, MA 01581

Email

info@coppertree.com

Phone

(508) 719-8510

Fax

(508) 986-7080