Broker Check

Our Services



  • Lifetime Income Plan
  • Social Security Analysis
  • Medicare Analysis
  • Investment Management
  • Estate & Tax Review


  • Portfolio Management
  • Risk Tolerance Assesment
  • Asset Allocation Review
  • Monitoring & Rebalancing
  • Annual Portfolio Review
Estate &#38; Tax<br/>

Estate & Tax

  • Trust Planning
  • Estate Plan Reviews
  • Tax Planning Reviews
  • Long-Term Care Planning
  • Family Gifting Strategies


  • 529 College Saving Plans
  • UTMA/UGMA Services
  • Investment Management
Charitable Giving

Charitable Giving

  • Gifting Strategies
  • Donor Advised Funds
  • Charitable Trusts


  • Life Insurance Services
  • Annuity Services
  • LTC & Disabilty Services

Our Process

1. Gather

We spend time getting to know your situation, preferences, challenges, and objectives.

2. Analyze

Our team does the heavy lifting to propose the next best steps towards your goals.

3. Implement

Work in collaboration with our team to implement your wealth management strategies.

4. Monitor

With regular reviews, we work proactively to keep you on track toward on your goals.

With 50+ years of combined experience, clients lean on us to navigate life's greatest joys and greatest challenges.

We help clients achieve their long-term goals through time-tested financial planning, investment management, and advanced wealth management services. Contact our team to experience a wealth management process tailored to fit your family, business, or organization's needs.

Your Goals are Our Mission.

Time for a Second Opinion on Your Portfolio?

Time for a Second Opinion on Your Portfolio?

Over time, it's common for your investments to drift out of alignment with your goals. Contact us for a review of your investment portfolio and insights on how to stay on track during volatile market conditions.

Contact Berger Wealth Services

Thank you!