WHAT WE DO

Our process of in-depth planning, personalized investing, coordination, and consistent communication provides you all the financial tools to simplify your life.

WHO WE ARE

We are a team of experienced professionals committed to you in providing exceptional service to achieve your financial goals and well-being.

HOW IT’S DONE

Learn how our approach and philosophy builds a portfolio designed to help you maximize wealth, mitigate risk, and achieve your financial goals.

THE HISTORY OF COPPERWYND

Copperwynd’s journey as a firm began when David and Lynda sat at David’s kitchen table in Arizona in the spring of 2005, with the goal of creating a better financial planning experience.   Based in Scottsdale, Arizona and staffed in Salt Lake City, Utah, today the firm provides financial guidance and investment management for hundreds of families in more than 18 states.  The compass which guides the firm has never changed:  we succeed only by making a positive difference in your life.