Our Services

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

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Retirement

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

Investments

Portfolio Management
Risk Tolerance Assesment
Asset Allocation Review
Monitoring & Rebalancing
Annual Portfolio Review

Estate & Tax

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

Education

529 College Saving Plans
UTMA/UGMA Services
Investment Management

Charitable Giving

Gifting Strategies
Donor Advised Funds
Charitable Trusts

Insurance

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?

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 Our Team

Contact Berger Wealth Services

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