The Truth About Wealth

Being a successful CFO starts with asking yourself questions that will give your family a better life now and for generations to come. In this podcast, financial professionals John and Michael, from Copper Beech Financial Group, guide you through eye-open

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Recent Episodes

Episode 5 – Using Trusts to Avoid Asset Protection Risks: Part 1

Posted April 24, 2019 • 00:28:19

It’s imperative that high-income families take steps to protect their assets. In this episode, John and Michael Parise explain how they help clients...

Episode 4 – 10 Eye-Opening Questions to Protect Your Wealth: Part 1

Posted April 10, 2019 • 00:28:19

If something were to happen to you tomorrow, what would happen to your business? This is the first question in John and Michael Parise’s insightful...

Episode 3 – Audits Don’t Need to Be Scary

Posted March 27, 2019 • 00:28:24

When you hear “finance” and “audit” in the same sentence, you might feel your stomach flip. But fear not. Copper Beech Financial Group’s audit...

Episode 2 – Copper Beech is a Family Office

Posted March 13, 2019 • 00:28:03

Copper Beech Financial Group provides a specialized service for their clients. Specifically, they take on the role of ‘family CFO’ to provide multi-generational...

Episode 1 – Meet John and Michael Parise of Copper Beech Financial Group

Posted February 27, 2019 • 00:32:09

In this inaugural episode of The Truth About Wealth Podcast, you’ll meet John and Michael Parise of Copper Beech Financial Group. This father-son...