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Berkshire Money Management, Inc.

Headquartered in DALTON, MA

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Firm Information

Berkshire Money Management, Inc. is a Registered Investment Adviser based in Dalton, MA. They provide advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Berkshire Money Management offers financial planning, consulting, college planning, and portfolio management services. They manage over $900 million in assets for their clients.

Berkshire Money Management, Inc.

161 MAIN STREET

DALTON, MA 01226

$903.75M

Assets Under Management

4

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting, college planning

Consulting, college planning

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

BERKSHIRE MONEY MANAGEMENT, INC. has a total of 2 branch locations across the country.
location

DALTON, MA

location

GREAT BARRINGTON, MA

Advisors at Berkshire Money Management, Inc.

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John Arthur Bielski

RA

DALTON, MA

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Nathan Robert Tomkiewicz

RA

DALTON, MA

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Michael James O'Brien

RA

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Zachary Ryan Marcotte

RA

DALTON, MA

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Holly Kathleen Simeone

RA

GREAT BARRINGTON, MA

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Scott Christopher Little

RA

DALTON, MA

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Peter James Coughlin

RA

DALTON, MA

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Lauren Michelle Russo

RA

DALTON, MA

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Disclosures

There are no public disclosures for Berkshire Money Management, Inc..

Frequently Asked Questions (5)

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