Financial advice for a new generation of stewards.
You’ve built something—or inherited something. Now you want to do it right. We combine credentialed expertise with modern, human-centered thinking to help you manage wealth with clarity, intention, and long-term vision.

At Berkshire Wealth Group, we provide a sophisticated, multi-generational advisory experience that feels aligned with where you are—and where you’re headed.

The professionals at Berkshire Wealth Group offer a sophisticated, personalized, multi-generational wealth management experience that individuals, families, and institutions can rely on, today and for decades to come. 

WHO WE ARE

Creative minds.

Clear thinking. Calm guidance.

We’re financial advisors, yes—but also creative thinkers who understand that life doesn’t follow a spreadsheet.

With decades of experience and deep credentials (CFP® and CIMA®), we bring a rigorous, evidence-based approach to financial planning and investment management. Our strategies are rooted in academic research, not market timing or guesswork.

But what sets us apart isn’t just our credentials. It’s our curiosity. Our empathy. And our ability to work with clients whose lives don’t fit neatly into a traditional financial mold.

We’ve advised purpose driven professionals, musicians, artists, entrepreneurs, new inheritors, people in transition and —people navigating success on their own terms.

We're based in the Berkshires, but we work with people from all over the country and beyond who are thoughtful, creative, and ready to bring clarity to their financial lives.

We believe that financial advice should feel like a deep breath, not a sales pitch.

WHO WE HELP

People with purpose. Assets with complexity. Lives in motion.

Most of our clients have between $2 and $10 million in investable assets. But that’s not what defines them.

They are:

Individuals, couples and families who want to align their money with their values.


New inheritors trying to make sense of unexpected wealth.


People in transition selling a business, retiring early, starting over.

Musicians, artists, and writers with irregular income but steady vision.


Entrepreneurs in the middle of building something—or gracefully exiting.

They may not see themselves as “wealthy,” but they know their financial lives have grown too complex to manage alone.

They want straight answers, smart strategies, and a relationship built on trust—not jargon or posturing.

HOW WE HELP

Planning, perspective, and evidence-based investing.

  1. Financial Planning
    We help you clarify what you want your money to do—now and in the future. From retirement planning to tax strategies and legacy goals, we provide a roadmap to help turn your intentions into reality.

  2. Investment Management
    The portfolios we construct for our clients are grounded in decades of data—not speculation. With global diversification and long-term discipline, we take the stress out of investing through education and a steady, evidence-based approach.

  3. Ongoing Partnership
    We’re not just planners—we’re partners. When life changes, we’re here. Acting as the coach on your team, we work closely with your attorney, accountant, and other advisors to keep everything aligned.

Our goal isn’t just to grow your wealth—it’s to protect it, simplify the process, and help you feel more confident in the legacy you’re building.

Certified Financial Planner Board of Standards Center owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 

You have spent a lifetime building a legacy. Let our prudent approach help you make the most of it. 

 

Our Services

 
 

TAX PLANNING

Effective tax planning is crucial to maximizing your financial success. We recognize that it's not just about what you earn, but what you keep. Our approach to tax-aware investing and financial planning aims to optimize your after-tax returns and preserve your wealth. We work closely with your CPA, leveraging their expertise to implement strategies that align with your overall financial goals. By coordinating our efforts, we help ensure that your investment decisions and financial plans are structured to minimize tax liabilities and maximize your long-term wealth potential.

CHARITABLE GIVING

Charitable giving is more than just a financial decision—it's a reflection of your values and legacy. We help you create a strategic approach to philanthropy that aligns with your personal goals and maximizes your impact. Our team works with you to explore various giving options, from direct donations to donor-advised funds and charitable trusts. We also consider the tax implications of your generosity, ensuring that your charitable contributions are structured efficiently within your overall financial plan. By integrating your philanthropic vision with sound financial strategies, we help you make a meaningful difference while enhancing your own financial well-being.

ESTATE PLANNING

Effective and careful estate planning is essential for ensuring that your assets are distributed according to your wishes and that your loved ones are protected. While we are not estate attorneys, we understand that it’s not just about what you leave behind, but how you plan for it. We collaborate with your legal advisors to create a tailored strategy that addresses your unique needs, minimizes tax implications, and secures your legacy for future generations. Together, we help you navigate the complexities of estate planning, ensuring peace of mind for you and your family.

EDUCATION FUNDING

We help our clients navigate the complexities of education funding, whether it's for their children's college education or their own continuing education goals. Our approach includes exploring various savings vehicles such as 529 plans, Coverdell Education Savings Accounts, and other investment options tailored to your specific timeline and goals. We also assist in developing strategies to balance education funding with other financial priorities, such as retirement planning. By creating a comprehensive education funding plan, we aim to help you provide educational opportunities for your loved ones without compromising your overall financial well-being.

RETIREMENT PLANNING

Effective retirement planning is crucial for securing your financial future and realizing your long-term goals. We help you navigate this complex journey by developing a comprehensive strategy tailored to your unique circumstances. Our approach includes maximizing tax-advantaged savings opportunities, optimizing investment allocations based on your risk tolerance, and creating a sustainable withdrawal strategy to ensure your wealth lasts throughout retirement. By working closely with you and your other advisors, we aim to transform your retirement aspirations into a well-structured, achievable plan.

CASHFLOW MANAGEMENT

Effective cash flow management is the foundation of a strong financial plan. We utilize RightCapital, a powerful financial planning software, to help you gain clarity and control over your income and expenses. This innovative tool allows us to create detailed cash flow projections, helping you visualize your financial future and make informed decisions. We work closely with you to optimize your spending habits, identify savings opportunities, and align your cash flow with your long-term financial goals. By leveraging RightCapital's advanced features, we provide you with real-time insights and actionable strategies to enhance your financial well-being and pave the way for a more secure future.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

 

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