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Berkshire Money Management Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

Berkshire Money Management is a financial services and wealth management firm that supports successful professionals and business owners who are seeking guidance beyond investment management. It helps clients navigate major life transitions such as retirement, selling a business, receiving an inheritance, or starting anew by turning complex financial questions into clear, actionable steps. The firm emphasizes holistic planning to help clients avoid costly mistakes, protect their families, and optimize taxes while converting wealth into a meaningful financial life.

Headquartered in Dalton, Western Massachusetts, Berkshire Money Management maintains a regional footprint with offices in Great Barrington and Williamstown. In 2026, it was named among USA Today's Best Financial Advisory Firms, reflecting ongoing expansion and industry recognition.

Find Berkshire Money Management employees' phone numbers or email addresses

Berkshire Money Management Global Highlights

Location
Employees

North America
33

Minus sign iconPlus sign icon
  • United States Of America
    33

Berkshire Money Management's Leadership

  • Stylized image of a person
    N. W.
    President & Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. H.
    Owner, Ceo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. F.
    Operations Support Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. L.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. B.
    Assistant Director Of Financial Planning
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. C.
    Executive Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    Z. M.
    Director Of Financial Planning
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. C.
    Marketing And Communications Manager
    Phone icon
    Mobile Phone

Berkshire Money Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Support
  • Accounting
  • Administrative
  • Other
  • Program & Project Management

Contact profiles from Berkshire Money Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. H.
    Owner, Ceo
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    May 23, 2025
  • Stylized image of a person
    N. W.
    President & Chief Operating Officer
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Feb 09, 2026
  • Stylized image of a person
    J. F.
    Operations Support Partner
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    May 30, 2026
  • Stylized image of a person
    S. L.
    Vice President
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Aug 01, 2024
  • Stylized image of a person
    L. B.
    Assistant Director Of Financial Planning
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    May 28, 2026
  • Stylized image of a person
    P. C.
    Executive Director
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Dec 30, 2024
  • Stylized image of a person
    Z. M.
    Director Of Financial Planning
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Jun 02, 2026
  • Stylized image of a person
    K. C.
    Marketing And Communications Manager
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Sep 25, 2024
  • Stylized image of a person
    S. C.
    Senior Property Manager & Special Events Coordinator
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    May 13, 2026
  • Stylized image of a person
    J. W.
    Manager Of Office Services
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Mar 25, 2026

Frequently Asked Questions

What is Berkshire Money Management known for?

Minus sign iconPlus sign iconBerkshire Money Management was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 161 Main Street Dalton, Massachusetts 01226 United States; you can contact the main corporate office by phone at
+1-413-442-****
. Explore Berkshire Money Management's company overview page for more information.

What is Berkshire Money Management's most common email format?

Minus sign iconPlus sign iconBerkshire Money Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Berkshire Money Management email formats with LeadIQ.

How many employees does Berkshire Money Management have currently?

Minus sign iconPlus sign iconBerkshire Money Management has approximately 25 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Berkshire Money Management's key employees and leadership?

Minus sign iconPlus sign icon

As of June 2026, Berkshire Money Management's key employees include:

  • President & Chief Operating Officer: N. W.
  • Owner, Ceo: A. H.
  • Operations Support Partner: J. F.
  • Vice President: S. L.
  • Assistant Director Of Financial Planning: L. B.

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