The
Center for Women, Wellness & Wealth (CWWW) brings community partners together to focus deliberately on wellness and address areas of social & economic disparity, specifically for women. The Center is a supportive community providing resources, education and engagement space where women can accelerate and sustain the creation and protection of their holistic wealth and well-being, becoming confident and empowered. The Center for Women, Wellness and Wealth encourages active participation in financial decision making and provides women with the education, tools and solutions key to achieving long-term financial wellness.
The Center for Women, Wellness and Wealth encourages active participation in financial decision making and provides women with the education, tools and solutions key to achieving long-term financial wellness.
The Center helps women understand their personal finances, feel more confident about money, and develop an active working plan to ensure a promising future.
* Women as the next wave of growth in U.S. wealth management | McKinsey
** Financial Worries: Views of Adults Ages 50+ | aarp.org
Our team of advisors have exceptional expertise in managing investments and will customize portfolios that align with your unique objectives, values, and risk tolerance. Our planning solutions examine the entirety of your personal financial situation with the goal of improving your overall wellness.
- Longevity planning
- Customized investment portfolios and Socially Responsible solutions
- Advisement throughout adverse life events such as death of a partner or divorce
- Estate planning and Trust administration to ensure your family receives the care you intend
- Gifting strategies to achieve your philanthropic goals
- Capital raising and succession planning
We are looking to understand your goals and your financial needs. By doing so, we can create customized solutions to support your long-term financial success. We welcome you to reach out to one of our managers who will provide you with information on the services offered by Berkshire Bank Wealth Management and how we can best support your financial well-being.
Kathryn Hersey, SVP, Director of Wealth Managementand Chief Investment Officer
[email protected]; 617.641.9204
Karen Heston, VP, Portfolio Manager
[email protected]; 802.549.6018
Banking products are provided by Berkshire Bank: Member FDIC.
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The Center for Women, Wellness and Wealth is a Berkshire Bank initiative that will offer client-focused events on wellness and financial planning, and will partner with community organizations and specialized experts to build greater financial stability and opportunity for women and their communities. Investment products are NOT FDIC-INSURED, are NOT A BANK DEPOSIT, NOT GUARANTEED BY THE BANK, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY and MAY LOSE VALUE.