The Berkeley Difference
Our firm was founded to create relationships built on complete independence, high ethical standards, and extensive expertise.
COMPLETE INDEPENDENCE
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As an Independent Registered Investment Advisor, we are not restricted to specific products or third parties. This means we can thoroughly evaluate all financial solutions available to the firm. As a result, our guidance is rooted in quality and consistency with your overall strategy.
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No proprietary investment products
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Transparency
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Fee-only firm
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No broker-dealer affiliation
HIGH ETHICAL STANDARDS
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Our legal and ethical obligation as a fiduciary is unwavering. We consistently prioritize your best interest above all else, completely free from any hidden fees, incentives, or compensation that could compromise the tailored advice we provide for you and your family's well-being.
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Focused on tax efficiency as much as possible
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Guidance on pre-tax, Roth IRAs and retirement accounts for optimal tax strategies
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We strive to minimize the cost of your investments by choosing lower-fee products. This helps ensure that annual fees and expenses do not diminish your overall return.
EXTENSIVE EXPERTISE
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Our team brings experience, wisdom, and skills to address financial situations and provide astute coaching. We can be your road map to support your desired financial lifestyle.
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Customized investment portfolios tailored to your unique objectives
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Meticulous investment research and decisions guide your individual strategy
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A team approach to client relations