We invest a lot of time in getting to know you.
Sometimes the road between two points is straight and easy to follow. And sometimes you need help with the directions. The same goes for your route to financial success. There are a lot of savings and investment options, and often it's good to get some ideas about the best path for you. Berkshire Bank's Wealth Management team is happy to hear about your specific goals and discuss the best way to reach them.
- Begin your relationship with a face-to-face meeting with a Berkshire Bank advisor
- Discuss your personal goals, ranging from buying a home to college and retirement planning
- We'll evaluate your risk tolerance and go through a detailed data collection process
- Review of your estate plans, tax efficiency and investment portfolios
- In the end, our software and advisors will help you develop a roadmap with turn-by-turn instructions