Experienced, professional financial management.

Berkshire Money Management’s investment advisory team develops and manages your diversified portfolio by examining your specific needs and choosing from over 1,300 eligible ETFs and 2,700 mutual funds across all major asset classes.  For information, on our team please visit:

Online and easy.

Create an investor risk profile in a matter of minutes on the WealthE website or mobile app. The information you provide is strategically mapped to a specific investment portfolio based on your needs. We then review the results, course correct, and, once approved, your funds are invested. A WealthE technologically advanced and completely paperless process.

You may also link your bank account for easy funding or to consolidate retirement accounts, 401(k) direct rollovers or account transfers.