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Sarah B
Series 65
Texarkana, TX
Wealth Management
Sarah Berry is a Series 65 credentialed financial advisor with Wealth Management in Texarkana, TX, and has five years of industry experience. She is also the owner of Sarah Berry, CPA, PLLC, an accounting firm she founded in 2014. Outside of advising, she is involved in managing rental properties and farming operations through several separate business ventures. Wealth Management Nebraska LLC provides services to individual and high-net-worth clients as well as institutional clients including retirement plan sponsors and other investment advisers. The firm employs broadly diversified, passively managed portfolios with a focus on cost minimization and fee transparency, and offers discretionary asset management alongside fiduciary and backoffice support services.
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