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Copperwynd Financial

Headquartered in SCOTTSDALE, AZ

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Firm Information

Copperwynd Financial is an investment advisory firm headquartered in Scottsdale, Arizona. The firm provides a range of services, including portfolio management for individuals, businesses, and pension plans. With a focus on individual investors, the firm manages over $530 million in assets for 1,938 clients. The firm offers educational seminars and participates in wrap fee programs.

Copperwynd Financial

14256 N. NORTHSIGHT BLVD.

SCOTTSDALE, AZ 85260

$530.55M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

COPPERWYND FINANCIAL has a total of 2 branch locations across the country.
location

South Jordan, UT

location

SCOTTSDALE, AZ

Advisors at Copperwynd Financial

View All 6 Advisors
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Aaron Lawrence Love

RA

South Jordan, UT

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Corrina Elizabeth Olson

CFP®, RA

SCOTTSDALE, AZ

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Jacob O Eggett

CFP®, RA

SCOTTSDALE, AZ

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Deborah Anne Kerr

CFP®, RA

SCOTTSDALE, AZ

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Myra K Alport

RA

SCOTTSDALE, AZ

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Erick Scot Newton

CFP®, RA

SCOTTSDALE, AZ

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Javier Jimenez

CFP®, RA

SCOTTSDALE, AZ

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David Blane Daughtrey

CFP®, CFA®, RA

SCOTTSDALE, AZ

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Disclosures

There are no public disclosures for Copperwynd Financial.

Frequently Asked Questions (6)

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