Asset Management in Lenox, MA

Choosing a financial advisor is not a task to be taken lightly – after all, this is your hard-earned money. At Berkshire Money Management, our financial advisors work hard to protect your assets and help you manage your portfolio. We can help you maximize your chances of achieving your financial goals. You’re not just a number to us – we focus on building relationships with each of our clients and their families.

Ready to get started with our wealth management services? Contact your local Lenox financial advisors at Berkshire Money Management today! Call us at (413) 997-2006 or contact us online.


Planning your financial future is a big undertaking, so don’t go it alone. Whether your plans include traveling abroad, starting your own business, or retiring comfortably, we can help you figure out a path to achieve your goals. We don’t believe in the “set it and forget it” approach when it comes to handling our clients’ finances. We’ll work to identify any potential roadblocks you may encounter and make sure you’re asking the right questions. At Berkshire Money Management, our goal is to help you make your money go further so you can realize your financial goals.

Want to learn more about the financial planning services we offer Lenox, MA residents? Give our team a call at (413) 997-2006 or complete our online contact form today.


You lead a busy life, so trust your portfolio management to the Lenox financial advisors at Berkshire Money Management. We have the time, resources, and knowledge to dedicate to your portfolio. Since we take the time to personally get to know our clients, you can trust that we’re working to protect your assets and that we’re on the lookout for any potential issues that could arise. We are constantly monitoring the latest financial news and trends, so that you’re consistently getting the service you deserve from your financial advisor.

Get in touch with the team about portfolio management! Call us at (413) 997-2006.


Retirement can seem like a daunting concept, especially the closer you get to it! While securing a comfortable financial future can feel like a complicated process, the team at Berkshire Money Management is here to make it easier with our personalized, holistic approach. To have a successful retirement, it’s important to do more than just open an IRA. We can walk you through your goals and offer suggestions that can help you get closer to where you want to be. We don’t believe in simply offering blanket advice when helping our clients plan their retirement. We stay current on changing laws, rules, and policies so that we can help you make the best decision for your unique situation.

Don’t leave your retirement to chance – take the reins by contacting the wealth management team at Berkshire Money Management. Call (413) 997-2006 or complete our online contact form to meet with us today!


We understand that thinking about and discussing estate planning is never comfortable, but it is incredibly important.. Preparing for your passing seems like a morbid thing to do, however, it can really benefit your loved ones and secure your legacy. If your estate plan is left incomplete, your loved ones can face costly tax liabilities and other unforeseen expenses. Estate planning goes beyond just preparing a will.. It can include instructions on several other things like:

  • Care in the event of pre-death disablement
  • Care for special needs family members
  • The handling of financially unstable heirs for safe money management

Don’t put off estate planning because it’s uncomfortable. Talk with a member of our financial team today to get started – call us at (413) 997-2006 or contact us online.


The Berkshire Money Management financial advisors take the time to get to know our Lenox clients. We get to know you and your family personally, because to us, you’re not just another client. Your success matters to us, so we’re constantly monitoring trends, laws, and changes that could affect your assets and your future. This helps us ensure you can remain on the best path possible to achieving your financial goals.

Get in touch with the financial team at Berkshire Money Management for all of your asset management needs. We’re your local Lenox advisors and we look forward to getting to know you and your financial goals. Call us today at (413) 997-2006 or contact us online to get started.