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.Learn More
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.Learn More
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
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Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Estimate how much you have the potential to earn during your working years.
This calculator demonstrates the power of compound interest.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your capital gains tax.
Assess how many days you'll work to pay your federal tax liability.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Are you ready for retirement? Here are five words you should consider.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
With alternative investments, it’s critical to sort through the complexity.
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We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
From the Dutch East India Company to Wall St., the stock market has a long and storied history.