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

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

Berger Wealth Management, LLC provides discretionary asset management to individuals, high-net-worth clients, trusts, estates and business owners, and also offers services to qualified retirement plans. The firm’s services include ongoing portfolio management and ERISA plan services for 401(k), 403(b), pension and profit-sharing plans, including acting as a 3(38) investment manager when engaged. Investment programs are tailored to documented client goals, time horizons and risk tolerances, and the firm employs methods such as cyclical analysis and modern portfolio theory to construct and monitor portfolios. Accounts are generally managed on a discretionary basis and the firm requires clients to custody assets through Schwab Advisor Services. The firm is distinctive among independent advisers for managing more than 200 client relationships, an unusually high client load per advisor, and for providing corporate and institutional services and pension consulting that many similar-sized independents do not offer. The adviser also maintains an insurance license and may offer commissionable insurance products for separate compensation, a disclosed potential conflict the firm says it mitigates through procedures and disclosures.

To learn more about the advisors currently working at Berger 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.

Name	Location	Years of experience
Jamie Berger	Naples, FL	18

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