Our Team of 7 Financial Professionals includes:• 100+ years of Investment Experience • 2 CERTIFIED FINANCIAL PLANNER™ professionals • 1 Accredited Asset Management Specialist® • 1 Accredited Wealth Management Advisor™ • 2 Private Client Associates.No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor.Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Our clients are intelligent, busy, and successful individuals who value their independence.
Our client process enables us to deliver a detailed assessment of your current situation as well as a prioritized plan to achieve your goals.
How We Are Different
The Beringer Weinstock Group unites complementary strengths with more than 100 years of combined financial services experience.
Stay up-to-date and in-the know about every aspect of your financial picture.
May 25, 2023
The Changing Landscape of 529 Plans
Over the last few years, a number of policy changes have impacted 529 plans. Learn more about these changes and the implications for 529 plan owners and beneficiaries.
May 18, 2023
Janney’s Mid-Year Market Update
What’s next for the economy and markets? Inflation has cooled but the Federal Reserve remains guarded – and those forces are causing volatility in the financial markets, as sentiment is whipsawed from bull to bear. Join our exclusive virtual seminar where Janney’s Investment Strategy Group shares their views on the current state, their outlook for the future, and what you should know about the economy and markets’ potential impact on your portfolio strategy. Featuring: Janney’s Investment Strategy Group Mark Luschini | Chief Investment Strategist Mike Halloran | Equity Strategist Guy LeBas | Director Custom Fixed Income Solutions
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.