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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

Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

What You Should Do About Insurance Following a Divorce

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Global vs. International: What’s The Difference?

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.


Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Tax Management Strategies

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Events on Wall Street

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

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.


Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Let's Chat

It’s never a bad time to speak with your financial advisor about changes in your situation.

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