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Comprehensive Personal Retirement Planning

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Welcome to Berrenberg Wealth Management

Our focus on understanding our clients’ needs has been the basis of our growth for over 25 years. As an independent financial advisory firm, we separate ourselves from the big banks and brokerage houses with our remarkably individual service. Our ultimate purpose is to achieve your complete satisfaction through sound retirement planning and portfolio management. In choosing to trust Berrenberg Wealth Management, you are hiring a team dedicated to you and your family.

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Plan for your retirement income to last your lifetime

The financial realities of our world are changing. More and more people need to rely on their own investments for income during retirement. Although many retirees have income streams from Social Security and/or pension plans, others rely on their 401(k)s, personal investments, and savings plans. At Berrenberg Wealth Management, we provide Lifetime Income Strategies that help lay the groundwork needed to see you through your retirement years.

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Helpful Content

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Variable Universal Life Insurance

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Use this calculator to estimate your capital gains tax.

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Retirement Plan Distributions

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Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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With alternative investments, it’s critical to sort through the complexity.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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From Boats to Brokers

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