What departments does Berkshire Money Management have?

Berkshire Money Management has employees across 3 departments including Administrative, Customer Success, Education.

What is the largest department at Berkshire Money Management?

The largest department at Berkshire Money Management is Administrative with 1 employees.

Where are Berkshire Money Management employees located globally?

Berkshire Money Management has employees across 1 continents and 1 countries including United States Of America.

How has Berkshire Money Management's team size changed over time?

Berkshire Money Management's team has grown from approximately 24 to 27 employees based on available data.

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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.

Berkshire Money Management Global Highlights

North America
36

United States Of America
36

Berkshire Money Management's Leadership

C. O.
Principal
Mobile Phone
Email
J. S.
Administrative Assistant
Mobile Phone
Email
J. S.
Client Success Coordinator
Mobile Phone
Email
J. W.
Professor
Mobile Phone
Email
E. T.
Mobile Phone
Email

Berkshire Money Management Employee Metrics

100%

50%

2026

2025

Banking
Business
Support
Accounting
Administrative
Other
Program & Project Management

Contact profiles from Berkshire Money Management

Name

Title

Contact Info

Location

Last Update

C. O.
Principal
Mobile Phone
Email
Oct 18, 2024
J. S.
Administrative Assistant
Mobile Phone
Email
Oct 17, 2024
J. S.
Client Success Coordinator
Mobile Phone
Email
Oct 17, 2024
J. W.
Professor
Mobile Phone
Email
Oct 23, 2024
E. T.
Mobile Phone
Email
Oct 18, 2024

Frequently Asked Questions

What is Berkshire Money Management known for?

Berkshire Money Management was founded in 2001 operates in the Financial Services industry; 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?

Berkshire 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?

Berkshire Money Management has approximately 25 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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

Principal: C. O.
Administrative Assistant: J. S.
Client Success Coordinator: J. S.
Professor: J. W.
: E. T.

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Berkshire Money Management Employee Directory

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