True Wealth Management

Copper Leaf Financial is located in the Burlington, Vermont marketplace and serves clients throughout Vermont. We develop a customized wealth management plan designed to integrate every aspect of your financial life. This is "true wealth management" - a holistic, all-encompassing approach that goes beyond just investment advice.

SOUND STRATEGIES FOR YOUR FUTURE

The myriad of choices and products within financial planning can be overwhelming and lead to inertia. When you work with Copper Leaf Financial you’ll be furnished with a financial plan that we develop after you share the financial and life goals that you have for yourself, your family.

A ROADMAP FOR YOUR GOALS

You always need a roadmap to know where you’re going. That’s why you’ll come to learn that we work with you to plan an appropriate investment approach. This approach reflects the goals and aspirations you have in mind.

YOUR NEEDS ARE OUR FOCUS

In many cases, we already know you and your family because of our working together at Davis & Hodgdon Associates. Please feel free to call us at (802) 878-2731, request an appointment with an advisor, or email us should you have any questions.