Individuals & Trusts | Corporate & Business Owners | Charitable & Non-Profit
Disciplined | Customized
Berkeley Capital Management is dedicated to prioritizing our clients and providing truly independent advice. Our holistic and objective approach ensures we consider your complete financial picture. We believe that aligning our interests with yours, with objectivity and integrity, is crucial to your success.
INDIVIDUALS | TRUSTS
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A variety of components make up your financial picture, which is why we’ll take a comprehensive, yet goal-based, approach to address your needs.
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IRAs (Traditional, Roth, Inherited)
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Individual and Joint Brokerage Accounts
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Trust Accounts
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Education Plan Accounts
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529s
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Custodial Accounts
CORPORATE | BUSINESS OWNERS
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A variety of components make up your financial picture, which is why we’ll take a comprehensive, yet goal-based, approach to address your needs.
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Retirement Plan Options
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Cash Management for excess liquidity
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Corporate Brokerage Account
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Individual 401k Plans
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Simplified Employee Pension IRA (SEP IRA)
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Savings Incentive Match Plan for Employees (SIMPLE IRA)
CHARITABLE | NON-PROFIT
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Are you a part of a non-profit organization that needs help to steward finances? Opening a nonprofit brokerage account comes with many benefits, including the ability to:
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Get more FDIC coverage
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Work towards financial sustainability
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Cash management of reserve funds
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Accept and process stock donations
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Non-Profits & Foundations
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Donor Advised Funds
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Scholarship Funds
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Field of Interest Funds
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Designated Funds
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Organizational Funds
Berkeley Capital Management provides a comprehensive suites of services for managing both your personal wealth and business planning needs. No matter what your financial needs may be, we can bring the required resources together to address them.
Our advisors are well-versed in analytics, asset allocation models and risk management. Your advisor works for you as a full partner and advocate for your success. We offer the following services that seek to help you grow and protect your assets and facilitate their transfer among family members and heirs. We will help you develop clear goals and a concrete plan for pursuing them.