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

About Berkeley Wealth Professionals, LLC

We are a team of professionals with extensive, practical experience in the wealth advisory profession and we have in-depth experience advising clients that includes but is not limited to the private equity and the public capital markets as well as real estate and insurance. Our partnerships, relationships and alliances with other colleagues and industry experts allows our clients to experience a competitive edge that clients of other wealth advisory firms as well as banks and brokerage firms would have little chance of matching.

Our Mission As Professionals

Our Mission as Professionals is to provide professional, unbiased wealth management advice to VIP-minded business owners and executives that is in line with the future goals, feelings and family dynamics of those individuals. We accomplish this by using our unique resources, relationships and market alliances

Our Advisory Board

We are always meeting with and interviewing candidates for our Advisory Board. If you or another individual that you are aware of is interested in being a member, please send us an email at wealthservices@berkeleywealth.com so that we can set up a formal introduction and meeting.

 

The Berkeley Wealth Team

David R. Hedges

Managing Partner

John S. Rissanen

Private and Institutional Accounts

Phyllis Constantino

Client Services Specialist