Wealth Management Solutions

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Our sophisticated approach helps you build upon your success

Comprehensive services delivered with a personal touch.

Berkshire Bank is uniquely positioned to protect, grow and manage your assets. Whether you're looking to work with investment professionals, get help with financial planning, or enlist someone to oversee an estate, our Wealth Management Group has the experience and expertise to make sure everything gets done exactly the way you want it.

  • Strong team approach with designated personal Portfolio Manager and Wealth Adviser
  • Regularly scheduled meetings to discuss investment services and to review investment performance
  • Comprehensive cash-low planning and bill payment services
  • Liaison services with all your banking partners
  • Learn more about Berkshire Bank's Wealth Management Team

Investment Management

  • Highly skilled and experienced investment professionals
  • Proactive collaborative approach to portfolio development
  • 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 and executor services
  • Ability to serve as corporate trustee or co-trustee
  • Trust administration includes special needs, revocable, irrevocable, and charitable trusts
  • 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 and consolidation capabilities
  • Strategic preparation for life’s financial events
  • 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
NOT FDIC INSURED ARE NOT GUARANTEED MAY LOSE VALUE
ARE NOT DEPOSITS ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ARE NOT A CONDITION TO ANY BANKING SERVICE OR ACTIVITY

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Tools to help you get ahead