Welcome to Berk Wealth Management

Berk Wealth Management was founded in 1989 by Harvey S. Berk, who has more than 30 years of experience serving the needs of investors seeking objective advice and guidance in the financial decision-making process. To provide you with the clarity you seek, we have developed a comprehensive planning process to help you pursue your ultimate vision for the future with confidence.

Our process begins by listening carefully to determine what’s most important to you, including your short-and long-term objectives. This helps us create a financial plan aligned with your values, risk tolerance and investment philosophy. To ensure you remain on course, we meet with you on a regular basis to discuss developments in your life, your goals or the marketplace that may warrant a change in direction.

We deliver customized services that address your unique financial needs. To accomplish this, we incorporate a total wealth management approach that features:

Retirement Income Planning

Traditional and Roth IRAs
SEP and Simple IRAs
401(k) strategies

Tax Efficient Investing

Mutual funds
Stocks and bonds
Exchange-traded funds (ETFs)
Variable and fixed annuities
Savings strategies and goal planning

Risk Management

Life
Disability
Long-term care

Wealth Transfer

Estate & legacy planning
Multi-generational wealth planning
Family business planning
Tax-reduction strategies
Charitable giving