Copperwood Financial, Inc. announces expansion into Louisville, Kentucky through acquisition of Infinity Asset Management.

January 10 17:26 2023
Copperwood Financial, Inc. is expanding into Louisville, KY.

On January 3rd, 2023, Copperwood Financial, Inc. completed its acquisition of Infinity Asset Management, providing us with a local presence in Louisville, Kentucky.   Paidemoyo “Pai” Charasika, a lifelong Louisville resident, has been appointed as a Senior Wealth Advisor.  This acquisition will allow the firm to bring dynamic financial, tax, and estate planning services to the Louisville, KY market. 

Copperwood Financial sets itself apart from other firms by incorporating all aspects of clients’ financial lives into a comprehensive financial planning solution known as the Tax Freedom Roadmap. 

As a fiduciary, Copperwood Financial expands beyond traditional day-to-day investment management, helping their clients with Social Security and Medicare benefits, tax minimization, estate planning, and wealth transfer strategies. 

“Our focus has always been on helping our clients maximize the benefits they’re eligible for, while providing independent financial and investment advice.

The addition of Pai to our team will leverage his 23 years of industry experience to provide the best service possible to clients.” said Larry Gatz, President of Copperwood Financial.

Media Contact
Company Name: Copperwood Financial Inc.
Contact Person: Larry Gatz
Email: Send Email
Country: United States

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