Copperleaf creates retirement strategies using a variety of investment and insurance products designed to meet the needs and objectives of its clients. Investment advisory services are provided by Copperleaf Capital, LLC, a registered investment advisor. Insurance products are offered separately through Copperleaf’s representatives in their capacity as licensed insurance agents.
The Client Relationship Summary explains how Copperleaf earns fees.
The Disclosure Brochure contains important information about Copperleaf’s business practices and how we handle conflicts of interest.
The Privacy Policy describes how Copperleaf handles your personal financial information.
We strongly suggest that you read these documents, and ask questions about them, before becoming our client.
None of the information contained in this website constitutes a recommendation, solicitation or offer by Copperleaf or its affiliates to buy or sell any securities, futures, options or other financial instruments. None of the information contained in this website is investment advice. The information contained in this website has been prepared without reference to any particular user's investment requirements or financial situation.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products and does not refer, in any way, to securities or investment advisory products.
