Who We Are

The Berkshire Money Management team is composed of experienced financial advisors in Berkshire County from all walks of life. We are parents, grandparents, pet lovers, and people—who understand the value of financial independence. Each of us is personally grateful for the opportunity to share our financial knowledge to help make people’s lives better.

Berkshire Prosperity

When you need help planning for your financial future, you need a team you can trust. It helps to have a local team of trustworthy individuals to help you understand your options so you can rest easy knowing your financial future is looking bright.

The highly trained and qualified asset management team at Berkshire Money Management proudly provides Berkshire County residents and other clients across the country with exceptional financial advising services. We are Certified Value Builders, portfolio managers, retirement planners, investment advisors—and people who understand how overwhelming navigating the waters of finances can be.

Contact our team to begin working with our investment management firm today.

The Berkshire Money Management Difference

Berkshire Money Management is dedicated to serving each individual client. We take the time to build a personal relationship with every one of our valued customers and their families, treating you with the utmost respect and prioritizing your needs. When you call our offices, you’ll always speak to a real person.

In addition to our personal connection to each of our clients, we provide many of our value-added services. Take control of your financial future by working with the financial advisors at Berkshire Money Management.