Trusting someone to manage your assets is not a decision to be taken lightly – after all, this is your hard-earned money. And your future! At Berkshire Money Management, our financial advisors work to protect your assets and help you manage your portfolio so you can maximize your chances of achieving your financial goals. What sets us apart from larger firms is our dedication to each of our individual clients. You’re not just a number to us – we take the time to build relationships with every one of our clients and their families. Experience the Berkshire Money Management difference – call us today to inquire about our unique selection of customized asset management services.
Contact your local Pittsfield investment management firm today to experience the difference that personalized customer service makes. At Berkshire Money Management, we take pride in our services and the personal touch we offer. Give us a call today at (413) 997-2006 or contact us online!
FINANCIAL PLANNING SERVICES IN PITTSFIELD, MA
Planning your financial future is a big undertaking, so don’t go it alone. Whether your big plans include travel, starting your own business, or a comfortable retirement, Berkshire Money Management will assist you every step of the way. Our services aren’t “set it and forget it”; we’ll work to identify any potential roadblocks you may encounter and even make sure you’re asking the right questions. Our team of financial consultants gets to know you as an individual so that we can take a customized approach to your financial planning. Our goal is to help you make your money go further so you can realize your financial goals.
PITTSFIELD, MA PORTFOLIO MANAGEMENT
Your life is busy enough as it is, so trust your local Pittsfield financial advisors at Berkshire Money Management to manage 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.
RETIREMENT PLANNING FOR PITTSFIELD, MA RESIDENTS
Retirement is a concept that can seem daunting if you’re not properly prepared for it. After all, planning for retirement goes beyond simply putting money into an IRA. Whether your post-retirement plans include traveling the globe, starting you own business, or comfortably staying put, the investment management team at Berkshire Money Management can help you get on the right track to reach your goals. Our team stays on top of changing laws, rules, and policies to help you make the best decisions for your financial future.
Take the reins of your retirement planning by talking with a trusted Pittsfield financial advisor at Berkshire Money Management.
PITTSFIELD ESTATE PLANNING SERVICES
Discussing estate planning is never comfortable, but it is essential. While preparing for your passing may seem a bit morbid, it can benefit your loved ones tremendously. 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 often include instructions on:
- Care in the event of pre-death disablement
- Care for special needs family members
- The handling of financially unstable heirs for safe money management, and more
Don’t put off estate planning simply because it’s uncomfortable. Talk with a member of our financial team today to get started.
WHY WORK WITH BERKSHIRE MONEY MANAGEMENT FOR YOUR ASSET MANAGEMENT NEEDS?
Berkshire Money Management advisors take the time to get to know our clients. You’re not just a number in a pile – you’re our client and we take that responsibility seriously.
Get in touch with the financial team at Berkshire Money Management for all of your asset management needs. We’re your local Pittsfield 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.