Founded in 2023, Copper Square Private Wealth, LLC is a Registered Investment Adviser (RIA) based in Scottsdale, Arizona. The firm operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. They offer comprehensive financial planning and investment management services, focusing on a personalized, long-term approach to wealth stewardship for a select group of high-net-worth clients. Their philosophy is centered on integrity, transparency, and building lasting client relationships.

Founded in

United States