One Point of Contact
To be sure, there is always someone here to help you – we are all capable and willing. But your wealth management needs are unique. That’s why we assign a senior member of our team to serve as your family’s personal point of contact. This single-point-of-contact approach ensures that you always work with someone who has a deep understanding of your situation and goals, someone sensitive to the personal and family dynamics that influence financial planning choices.
A Team Committed to Your Success
You and your family are backed by the team of resident wealth management specialists who work together to tailor solutions to your specific needs. As your goals and requirements evolve, your portfolio evolves accordingly. And to ensure you always receive the dedicated attention you deserve, we limit the number of client families served by each senior Berkshire Money Management representative.
Objectivity and Discretion
These are core values of Berkshire Money Management. Each member of your team adheres to a strict code of ethics and takes personal responsibility for meeting the highest standards of our profession. You can rest assured that your affairs are always handled with the utmost confidentiality and concern for your family’s privacy.
Regular Reviews and Communication
Open, regular communication is crucial to your financial success. In addition to regular client meetings, discussions, and other communiqués, we encourage you to let us coordinate and facilitate well-planned family and financial goals. We work together to review and discuss any changes in your family’s circumstances, goals, and expectations and then to, of course, shape your investment portfolio to reflect such.