Balance is important in every aspect of life. But never more so than in the proper oversight and management of one’s assets. The team at Berk Cleveland Rathmell (BCR) Wealth Strategies works hard to understand all the aspects of who you are and who you want to be. Then, we develop a realistic, manageable plan to get you there with proper asset management and investment planning.
When you work with Berk Cleveland Rathmell to develop a comprehensive financial framework, we use a highly personalized, collaborative approach to define and oversee nearly every facet of your financial life. We employ programs designed to provide the resources, guidance and structure to create a dynamic plan that addresses your specific needs. For our clients, we apply this methodology to help them gain the freedom to focus on the rest of their lives.
Our business engages in a fee-only approach, which together with our fiduciary responsibility, aligns our interests with our clients and promotes that we advise our clients without bias and only in their best interest. We prepare for a client’s future only after we develop an investment policy statement clearly articulating your goals using modern portfolio theory.
A Dynamic Approach Coupled With Distinctive Personal Service.
No two people, couples or families are alike. Nor are their situations, circumstances, values or aspirations.
We understand and appreciate the need for personalized planning. Throughout our history, we have built our client relationships and approach to wealth management by never using the same approach twice. Tailored completely to your preferences and objectives, we also focus on clients’ tolerance for risk.
Each of our clients is guaranteed to receive the attention and breadth and depth of experience of the entire Berk Cleveland Rathmell team. Our holistic, collaboration model – with you, your other advisors, such as a CPA or attorney, and amongst ourselves – provides a broad review of your financial circumstances.
Most importantly, we take great pride in getting to know you and continuing to know you and your evolving needs to successfully manage your assets, promoting a legacy for multi- generational succession plans to preserve inheritance within a family.