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Adam Waitkevich is a financial planner based out of Worcester, Massachusetts who has 18 years of experience. Currently working at Concord Wealth Partners as well as being president of Coppertree Financial Planning LLC which offers investor-friendly advice and Divorce Financial Solutions LLC which offers special financial expertise for family law practitioners.
Early Life and Education
Adam Waitkevich hails from Millbury, Massachusetts. A graduate of Clark University, he established and leads Coppertree Financial Advisors – an independent financial planning firm. Additionally, he owns and operates Divorce Financial Solutions LLC which offers financial expertise for family law attorneys and separated couples going through divorce. Adam serves as trustee for Doug Flutie Foundation for Autism as well as having served on their Boards; additionally he formerly resided in Grafton Massachusetts before moving there full-time.
Adam Waitkevich is the President and Founder of Coppertree Financial Planning Firm, an independent investor-friendly firm. He actively advocates fee transparency and conflict-free financial planning services. Adam also founded Divorce Financial Solutions LLC – providing family law professionals and divorcing couples with expert financial guidance during divorce proceedings – providing divorce financial solutions expertise as needed; in addition he regularly speaks on investment- and divorce-related topics.
He has served on the boards of both Shrewsbury Montessori School and Youk’s Kids. Currently residing in Millbury Massachusetts with his wife and their three children.
He is registered investment advisor with the state of Massachusetts, holding Series 63 and 65 licenses, with 12 years of professional experience at Concord Wealth Partners, where he also belongs to NAPFA (National Association of Personal Financial Advisors) membership and earned his Bachelor of Science in economics at Clark University.
Adam Waitkevich of Worcester, Massachusetts is an experienced financial advisor. With 12 years of experience and currently employed by Concord Wealth Partners, Adam holds both Series 63 and 65 licenses that allow him to act both as an investment agent representative as well as a securities agent representative.
Coppertree Financial Planning Services, an independent, investor-friendly firm founded by him, and Divorce Financial Solutions were both established by him. Divorce Financial Solutions provides unique financial expertise for family law practitioners and divorced individuals alike. Divorce Financial Solutions was named by Bloomberg News “one of the 50 firms providing expert divorce finance advice”. He frequently lectures on investment related topics as well as instructing family law professionals. Divorce Financial Solutions serves on the Boards of Shrewsbury Montessori School and Youk’s Kids as well as being President; all located in Millbury Massachusetts
Adam Waitkevich has an estimated net worth of approximately $3 Million. He founded and served as president of Coppertree Financial Planning Firm which offers conflict-free financial advice with fee transparency as its goal. Additionally, Adam founded Divorce Financial Solutions which offers unique expertise to divorce mediators and family law professionals.
He holds the Certified Divorce Financial Professional credential with QDRO Specialist designation to assist people in avoiding costly mistakes that arise during divorce proceedings. Additionally, he frequently speaks on investment- and divorce-related topics.
He has 18 years of experience in the financial industry and currently works for Concord Wealth Partners in Millbury. He holds both Series 63 and 65 licenses to provide advice in Massachusetts and resides with his family there.