Our Process

At Berk Wealth Management, we understand that your wealth represents what you have accomplished in the past and your aspirations for the future. It is our job to help you grow and preserve your financial assets.

We bring an array of choices—such as equities, fixed income, annuities, insurance and alternative investments—to build a sophisticated portfolio focused on helping you pursue today’s income and asset accumulation needs, as well as tomorrow’s lifestyle goals.


To help you reach specific milestones along the path to your goals, we offer a comprehensive array of services:

  • Asset allocation
  • Portfolio design and investment management
  • Retirement income planning
  • Risk management strategies
  • Tax planning
  • Wealth transfer (estate planning, gifting)
  • Services for your business such as administration and investment of retirement plans and cash management

We take great pride in educating our clients on the ever-changing financial landscape and developing strategies to address today’s complicated tax and estate laws. We begin by discussing your goals, the role your investments play, and, if you desire, we can review your overall financial and legal planning network, or help find and screen professionals who can work with you. For your convenience, we provide you with 24/7 viewable access to your investment accounts anytime via our secure web portal, and we offer additional personal options like bank cards and checking accounts.


Deciding how to transfer assets to loved ones or cherished organizations can be a complex and emotionally draining process. This is why legacy planning is a key component of our comprehensive process. We can help you map out your wishes and develop tax efficient strategies for the benefit of your loved ones and heirs.


Our goal throughout our life-planning approach is to get to know you and your family and make sure they are involved in the decision-making process. From our first meeting, we place communication at the forefront, so you have continued confidence that your assets are working in line with your goals and needs. This provides greater clarity regarding the course we chart together.