Business Wealth Management Solutions

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Invest what it takes to put your business in a better position.

Our team can be one of your company's strongest assets.

Strong sales figures are just one way companies and corporations assure profitability. Smart investment strategies and long-range financial planning are just as vital to long-term success. At Berkshire Bank, our Wealth Management Group is uniquely positioned to provide investment and fiduciary services to all types of businesses. Whether you're looking to optimize your portfolio, reduce taxes, or analyze your cash flow, we combine a sophisticated approach with the personal attention you’d expect from a community bank.

  • Strong team approach with designated personal Portfolio Manager and Wealth Adviser
  • Regularly scheduled meetings to discuss administrative, investment services—and to review your investment performance
  • Comprehensive cash-flow planning
  • Liaison services with all your banking partners

Investment Management

  • Highly skilled and experienced investment professionals
  • Proactive collaborative approach to portfolio development
  • Asset Allocation/Optimized investment portfolios
  • Proprietary investment process created and monitored by the Berkshire Bank Investment Team
  • Comprehensive portfolio management and investment strategies
  • Efficient tax planning

Fiduciary Services

  • Estate administration/Executor service
  • Ability to serve as Corporate Trustee/Co-Truste
  • Trust administration
  • Objective fiduciary management
  • Legal oversight by staff attorney
  • Consultation with client’s legal and tax professionals

Financial Planning

  • Dedicated Certified Financial Planners
  • Electronic data collection/consolidation capabilities
  • Qualitative review of asset allocation, insurance products, estate plans and other financial documents
  • Analysis and evaluation of finances, financial statements and cash flow
  • Objective expert recommendations for financial guidance

Think Forward

Tools to help you get ahead