Discover Why Our Independence Is Your Advantage

As independent advisors, we focus solely on serving your needs and acting in your best interest at all times. This provides you with the confidence you seek to pursue financial success on your terms.

  • As an independent investment management firm, we have no obligations to investment product manufacturers.
  • We have no cross-sell quotas or home-office directives that may lead to conflicts of interest.
  • We spend our time developing customized strategies for the unique challenges you face.

Our independence is supported by LPL Financial, the nationís largest independent broker/dealer.* The firm provides a comprehensive array of tools and resources to independent financial advisors, enabling them to provide objective financial guidance to their clients. LPL Financial has no proprietary products.

* As reported by Financial Planning magazine, June 1996Ė2011, based on total revenue.

The Value of a Second Opinion

If you have questions about your financial future or your current advisorís motivation, Berk Wealth Management will be happy to provide you with a no-obligation second opinion. The independent advisors at Berk Wealth Management always put your interests first. Talk to us about the importance of long-term planning with a focus on capital preservation. We invite you to discover the value of independent, unbiased advice coupled with deep experience and unparalleled service. Contact Us