Berkshire Wealth Group

Berkshire Wealth Group is a financial advisory firm that works with individuals, couples and families on financial planning and investment management. Its advisors hold CFP and CIMA credentials, and the firm focuses on clients with purpose-driven careers, new inheritances, business sales, early retirement and irregular income, such as musicians, artists and entrepreneurs. Services include retirement planning, estate planning, tax planning, education funding, cash flow management, charitable giving and behavioral coaching.

The firm is based in the Berkshires and works with clients from across the country and beyond, often coordinating with their attorneys and accountants. Most clients have between $2 and $10 million in investable assets. The office is at 250 Maple Ave in Great Barrington, and the firm is independent of Raymond James Financial Services, which provides its securities and advisory services.