Berkshire Investment Group is an independent, boutique wealth management firm helping individuals, families, and business owners pursue their financial goals and lifestyle objectives with confidence.
For more than four decades, our experienced team has served multiple generations of clients and their families, offering comprehensive financial planning and prudent investment strategies that seek to preserve and grow wealth.
We’ve earned a reputation for excellence in our industry by providing high-touch, personalized service and unbiased advice and guidance. It would be our pleasure to provide the same level of care and service to you, your family, or your business.
From the moment you enter our door, it’s all about you.
Our Difference
Experience a truly different approach to pursuing your financial goals with Berkshire Investment Group
Experienced Wealth Management Advisors Objective,
Customized Guidance
As you seek to attain and maintain the financial independence you desire, you can depend on our experienced, independent advisors to provide the objective, customized guidance you seek, coupled with the personalized care and attention you deserve, now and throughout your years in retirement.
What We Offer
- Intimate wealth management experience tailored specifically to your needs and goals - something you won’t find in a large corporation.
Yet, we offer vast resources, experience and the insight you seek across multiple financial disciplines. - Independent advice and customized strategies aligned with your goals and values.
Unlike many large brokerage firms, banks, or online robo-advisors, we embrace technology to support our independent thinking and recommendations - not to generate hit-or-miss, pre-fabricated strategies. You can get that anywhere - except here.
Our Goal
Our goal is simple and straightforward: to serve the best interests of the families that place their trust in us as they pursue important lifestyle, retirement, and legacy goals at every stage of life.
A Client-Centered Approach to Financial Strategies
A culture that embraces honesty, integrity, and trust - the elements that lead to successful, long-term relationships.
A client-centered approach that begins with getting to know and understand what matters most to you.
Knowledgeable financial advisors with the professional experience and credentials to partner with you as your personal financial advocate and guide.
Objective advice and guidance, coupled with independent financial market research and customized strategies, tailored to your unique needs and goals.
The full breadth of wealth management services and resources to meet even your most complex financial challenges.
The exceptional level of proactive and personalized client care we believe you deserve.
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Financial planning
Goal planning Cash-flow & income analysis Financial organization Hourly consulting
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Investment management
Asset management strategies Tax-sensitive investments Concentrated stock strategies
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Retirement planning
Retirement income planning 401(k)/IRA rollovers Pension rollovers Social Security planning
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Insurance planning
Asset-protection strategies Life insurance review Disability insurance Long-term care insurance
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College planning
Education savings strategies 529 & savings plans
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Estate & legacy planning
Wealth transfer strategies Charitable & philanthropic planning Trust management Beneficiary review
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Business financial planning
Corporate retirement plans Executive compensation Business succession planning Key person insurance
Get to Know Berkshire Investment Group
There’s more to our team than impressive credentials.
Reliability and accountability are essential qualities for any enduring relationship, whether it’s a client-advisor relationship or a partnership shared by business associates. At Berkshire Investment Group, we’re a cohesive team of advisors who rely on each other, are accountable to one another, and most importantly, enjoy each other’s company. Since 1991, our clients have enjoyed a welcoming culture built on a foundation of mutual respect, friendship, and professionalism that embraces the human side of business with humor, compassion, caring and empathy.
Every client relationship begins with a conversation.
Tell us where you are, where you want to go, and we'll show you how we can help get you there.
