Copper Ridge Capital
1625 Waterbury Road, Lakewood, Ohio, United States
About the Copper Ridge Capital
Copper Ridge Capital, located at 1625 Waterbury Road in Lakewood, Ohio, is a finance and real estate agency dedicated to helping individuals achieve their financial goals. Founded by Tyler Smith, CFA, the institution offers personalized investment solutions across various asset classes to align with each client's objectives. With a focus on financial planning, tax optimization, and risk management, Copper Ridge Capital creates bespoke strategies to support both short-term and long-term goals.
In addition to wealth management services, Copper Ridge Capital also provides real estate solutions for individuals looking to invest in property. By acquiring residential properties to add value and generate long-term income, clients can access these opportunities as part of a broader wealth management strategy.
Tyler Smith, the founder of Copper Ridge Capital, has a background in private wealth management and equity analysis, bringing a wealth of experience to the institution. With a commitment to offering unique investment opportunities tailored to each client's needs, Copper Ridge Capital aims to empower individuals in achieving their financial aspirations.
Photos of Copper Ridge Capital
1625 Waterbury Rd, Lakewood, OH 44107, United States
Opening hours of Copper Ridge Capital
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
09:00 - 17:00
Sunday:
09:00 - 17:00
Reviews of Copper Ridge Capital
"Top-notch financial management with a solid, tested investment strategy and unwavering commitment to providing exceptional client service/communication. CRC also provides investment options/opportunities that most financial management firms don't/can't provide."
"Tyler & Copper Ridge Capital have done a fantastic job managing our assets in retirement. Thanks again!"
"My wife and I engaged Tyler and Copper Ridge to be our financial advisor late last year. We've found a true partner who combines thoughtfulness with a willingness to serve and advise. Many financial advisors treat you as a commodity or product. At Copper Ridge, one receives customized, focus attention. Very happy and highly recommend the firm and Tyler. One more point - young families who've never worked with a financial advisor before should engage Copper Ridge. There is a willingness to work and grow with families as the go through their wealth journey. That's rare to find in larger firms. Very satisfied, highly recommended. 5 stars!"
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