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At Berkshire Money Management, our experienced advisors actively monitor your investment portfolio. We aim to protect your assets and effectively manage your portfolio so that you can realize your financial goals. We also provide financial and retirement planning (including rollovers), financial solutions for college, estate planning, business valuation and other important financial services. Come visit our historic offices in the Berkshires and chat with one of our advisors–and say “Hi” to our pups!

Current News: May 22, 2019 A Lannister always spays his pets

Dalton — First off, there are no spoilers ahead for the season finale of Game of Thrones. I wrote this before it was aired. There are minor spoilers for the first season, but you should be fine. On Saturday evening (May 18),,I had the distinct pleasure of hosting a fundraiser at the Model Farm (a former Crane family mansion re-imagined to become the Berkshire Money Management office space) for the Berkshire Humane Society. At any given time, there are usually two or three dogs roaming around the company. They hang out with us in our offices and go on hikes with us on our property out back. We’re animal lovers here. I’ve personally fostered more than 100 dogs and cats on their transition to forever homes.

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