Berkshire Money Management

Financial ServicesUnited States11-50 Employees

We help successful professionals and business owners make sense of their financial lives when investment management alone is no longer enough. 

Whether you’re retiring, selling a business, receiving an inheritance, or making a fresh start, our advisors help turn financial questions into clear next steps so you can avoid costly mistakes, protect your family, reduce taxes, and turn your wealth into a life well-lived.


General Disclosures:
This profile is intended to provide general information only & should not be construed as an offer of specifically tailored individualized advice. Posts may include forward-looking statements.
All statements other than those of historical fact are forward-looking statements. Though we believe that the expectations reflected in forward-looking statements are reasonable, we can give no assurance that such expectations will prove to be correct. Various factors could cause actual results or performance to differ materially from those discussed in forward-looking statements.
Historical performance isn’t indicative of future results. The investment return will fluctuate with market conditions.
Performance isn’t indicative of any specific investment or future results.
Views regarding the economy, securities markets or other specialized areas, like all predictors of future events, can’t be guaranteed to be accurate and may result in economic loss to the investor.
Investment in securities, including mutual funds, involves the risk of loss.
Registration with the SEC shouldn’t be construed as an endorsement of Advisor’s investment skill or acumen.
Investment process, strategies, philosophies, allocations & other parameters are current as of the date indicated & are subject to change without prior notice.
Advisor isn’t licensed to provide and doesn’t provide legal or accounting advice to clients. Advice of qualified counsel or accountant should be sought to address any specific situation requiring assistance from such licensed individuals.

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