A complete list of active advisors currently associated with Berenz Wealth Management, LLC

Warmer can help you find a great advisor at Berenz Wealth Management, LLC or one who fits your needs even better.

Berenz Wealth Management LLC provides personalized asset management and financial consulting primarily to individual clients—including high‑net‑worth households—and small businesses. The firm operates on a fee‑only basis and offers both discretionary and non‑discretionary portfolio management, retirement and tax‑aware planning, financial reports, and access to an online wealth‑planning portal. The firm’s investment process combines fundamental, technical and cyclical analysis to set asset allocation and security selection, and it implements strategies ranging from long‑term holdings to active trading and option writing. Berenz discloses the use of derivatives and the potential to employ borrowing within separately managed accounts and relies on third‑party research and portfolio tools for monitoring and rebalancing. What is distinctive about the firm compared with many peers is the explicit incorporation of leverage and derivatives into separately managed accounts and an affiliated tax‑preparation/enrolled‑agent practice; the affiliation is disclosed and described as a potential conflict that the firm seeks to mitigate. Operating with a small advisory team and roughly $54 million in assets across about 136 client relationships, the firm pairs these less‑common trading capabilities with a small‑firm service model.

To learn more about the advisors currently working at Berenz Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.