Winner: Best Wealth Management in The Berkshires

When investment management is no longer enough, Berkshire Money Management helps successful professionals and business owners turn financial questions into clear next steps. Based in Dalton and Great Barrington, Massachusetts (with an office opening in Williamstown, MA, in 2025) the independent advisory firm helps clients navigate retirement, business exits, divorce, inheritance, and new beginnings with comprehensive, fee-only financial planning, Social Security and Medicare coaching, tax and estate optimization, investment management, and business valuation.

Investments in securities, including mutual funds, involve the risk of loss.
“Best of Berkshires” survey is based solely on the number of votes received by the listed entity. The survey does not offer voters specific criteria or factors that define “best.” The judgment factors used by voters are not known to the survey sponsor or BMM. Appearance on the “Best of Berkshires” list should not be construed as an endorsement of BMM’s investment skill or acumen or an endorsement by any regulatory or government body. BMM promotes the survey in its marketing materials and makes active efforts to encourage voting but has not provided any financial remuneration to the survey sponsor or voters.