Armed with the knowledge they have gained over 40 years in the financial services business

Welcome to Berkeley Wealth Professionals, LLC

We at Berkeley Wealth Professionals, LLC specialize in working with business owners and executives and also have a unique niche in the medical and technology fields as well as the federal employee market. We have the financial management experience to direct you towards reaching your desired objectives.

Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs through a solutions-based approach including investments, insurance, private equity and real estate... More...

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This is now the new home of Berkeley Wealth Professionals.

Berkeley Wealth
Professionals

What do we do? We guide our clients through the enormous maze of investment, insurance and savings options so that their money can be well aligned with what they are attempting to accomplish.

We are ever conscious of tax law and begin with a focus on helping our clients maximize keeping what they earn first, evaluating and protecting wealth against the largest risks and then strive to maximize returns for a given level of risk that makes sense for the occasion.

Matching Your Account Value With Your Personal Values

In the hustle and bustle that exists each and every day in the world that we live in, there seems to be a common disconnect in people’s lives with money and the purpose of their money. One of the most basic and important things that each and every person can take a moment to figure out is, “What is the purpose of my money and how will I use it? ”

Here are a few, simple questions to ask yourself:

  • If money weren't an issue, what would I be doing?
  • My life will not be complete until this is done:
  • If my last day was today, how would I want everyone to remember me?
  • What is it that I am most passionate about?

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