The Beringer Weinstock Group unites complementary strengths with more than 100 years of combined financial services experience. Each member of our Group represents a specialized ability to provide high-end value in every client relationship. Our investment team - Geoff Beringer, James Weinstock, Norman Rosenblum, Michael Ballestrini, Anthony Perillo and Kim Welfare with the support of Janney - work to make our clients' futures more comfortable and their long-term financial goals more attainable. Creating diversified and well-balanced investment portfolios, our conservative investment philosophy relies on principles of asset allocation and risk management to best meet the diverse needs of our clients.
Our team believes the investment process is circular and we commit to conducting periodic reviews to track your portfolio's progress and, if necessary, reevaluate strategies in relation to changes in market conditions and/or your objectives.
We are also commited to providing superior client service at all times. Our client service philosophy is built upon our belief in a strategic and prudent process for the planning, implementation and review of financial plans.
Four members of the team are licensed with the Financial Industry Regulatory Authority and the New York Stock Exchange.