Copper Leaf Financial is a fee-only, fiduciary financial advisor firm with offices in the Burlington and Rutland Vermont marketplaces. 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.

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As the end of 2021 approaches there is an important tax-savvy move that you can and should consider by year end.

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Copper Leaf Financial has an evidence-based investing philosophy that says diversifying and staying the course outperforms trying to mold to market trends...

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