Berkshire Wealth Advisors | Pittsfield, MA | Financial Advisors | Janney

Beyond Investing. Connecting.

Beyond Investing. Connecting.

When you work with Janney, it’s about going beyond investing.

It’s about connecting your life and your finances. As a part of a full-service Firm, we can provide access to everything you need to best execute your financial plan, helping you through each step toward achieving your financial goals.

We are committed to putting your needs first and offering you trustworthy, customized, and accessible financial and investment services fit for your needs. Janney offers a comprehensive range of financial planning services, along with high-quality investment solutions and a support team of specialists for all of your wealth needs.

At Janney, you can feel confident that your wealth management firm will be there over the long run to support your financial goals, in every market condition, through every stage of your life.

Online Access Client Portal

Simplify your finances with quick, convenient, secure access to your Janney account information using your desktop or mobile device.

What We Do

No matter where you are in life – we’re here for you through every step of your financial journey.

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Business Retirement Plans

We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.

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Financial Planning

No matter where you are in life–we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.

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Investment Management

Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.

Recent Updates

Stay up-to-date and in-the know about every aspect of your financial picture.

January 02, 2026

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Seize Opportunities to Maximize Your Retirement Savings

Policy changes, particularly under the SECURE 2.0 Act, aim to make it easier to prepare for your long-term financial goals. Here’s what you need to know.

December 01, 2025

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A Family Conversation on Estate Planning

Having a conversation regarding your estate plan can help ensure that everyone involved in the eventual management and settlement of your estate understands your wishes.

November 03, 2025

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Tax-Smart Charitable Giving Strategies in Light of OBBBA

The One Big Beautiful Bill Act both preserves existing tax benefits and introduces provisions that may encourage you to rethink the timing and method of your gifts.

Research & Insights

Access our latest research and insights covering market news, financial planning topics, and more.

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January Investment Perspectives

In this issue we look at AI and its impact on productivity, how executive policy drove the market in 2025, and the January effect and stock market seasonality.

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Outlook 2026 offers the Janney Investment Strategy Group’s baseline prognostications for the economy, the equity and fixed-income markets, their evolution, and investment implications in the New Year.

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5 Simple Steps to Prepare for Tax Filing

Filing your tax returns can be less stressful when you take a few steps before it’s time to complete your tax forms.

Office Information

Address:

75 S Church Street
Suite 350
Pittsfield, MA 01201

Phone:

413.358.4520

Toll-free:

833.468.0333

Email:

ssykes@janney.com