Wealth Management Overview

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Our advisors can move you many steps closer to your goals.

Berkshire Bank Wealth Management provides comprehensive investment, financial planning, and fiduciary services to meet our clients’ unique needs and objectives. We serve a diverse clientele including individuals and families, non-profits, foundations and endowments, and businesses.

Investment Management:​
  • Highly skilled and experienced investment professionals
  • Proactive and collaborative approach to portfolio development
  • Proprietary investment process; ability to buy individual stocks and bonds as well as funds
  • Comprehensive investment strategies, including socially responsible and enhanced yield income portfolios
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Fiduciary Services:​
  • Objective fiduciary management
  • Estate Administration and Executor Services
  • Ability to serve as Corporate Trustee, Co-Trustee, or Agent
  • Trust Administration: Revocable & Irrevocable Trusts, Special Needs Trusts, Charitable Trusts, and others
  • In-house legal oversight and consultation with client’s legal and tax professionals
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Financial Planning:​
  • Strategic and expert advice to achieve long-term goals and prepare for life’s events
  • Recommendations based on a thorough understanding of long-term objectives
  • Comprehensive analysis and evaluation of financial considerations & estate plans
  • Guidance on retirement planning, business succession, philanthropic goals, education expenses and other diverse needs
  • Dedicated CERTIFIED FINANCIAL PLANNERTM professionals
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NonProfits, Foundations, Endowments:​
  • Assistance developing an Investment Policy and distribution plans
  • Regular meetings with the Board of Directors or committee members
  • Invest within the guidelines of the Investment Policy; ability to invest according to socially responsible guidelines to enhance alignment with organization’s mission
  • Competitive fees that are discounted for Non-Profits
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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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