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Our Primary Purpose

To provide investment management and strategic wealth planning that is right for you.


Our Primary Purpose

The story of Berst Wealth Management dates back nearly 60 years and was founded on the same values and principles that we still hold today. With us, you can expect the hands-on service that you deserve with honesty, and sincerity. 

With the ever-changing economic conditions and market fluctuations, we will provide you with the information you need to ensure your investments align with your goals. There is not a one size fits all approach to investing, which is why we will work together to create a customized plan that best fits your needs. 

Our industry often uses complicated terminology and jargon that can be confusing, and sometimes even intimidating. At Berst Wealth Management, we take the mystery out of investing and work hard to ensure our clients are provided easy to understand information and guidance.  

Our Process

Determine Goals

Let’s get to know each other! Our team will meet with you, learn about you, your situation, your goals and dreams.

Gather Information

We will look at your total picture before investing. This includes documentation such as tax returns, insurance policies, and financial statements. 

Develop Your Plan

We will analyze the data we collect and compile a roadmap and portfolio with your specific needs in mind.

Present Recommendations

Based on all collected information, we will provide you with a plan that helps meet your financial goals.

Implementation

When investing for lifelong goals, the portfolio planning process never stops. We take a proactive approach to ensure you are on the right path. 

How can we help you?

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