Berkshire Money Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,179,287,689
Clients
875
Advisors
10
across 2 offices
About
Berkshire Money Management, Inc. provides portfolio management, financial planning, consulting, college planning, and trust-and-estate planning solutions, and coordinates tax preparation through an affiliated accounting provider. It serves a range of clients, including individual and high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities.
The firm delivers continuous, personalized investment management—using macroeconomic indicators to guide asset allocation and primarily employing no‑load mutual funds and ETFs alongside individual bonds and equities—typically under written discretionary authority with at least quarterly reviews. Financial planning is conducted via in‑depth interviews and may be implemented directly, referred to unaffiliated third‑party managers, or supplemented by trustee services provided through an independent corporate trustee.
The brochure highlights several features that distinguish the firm from many peers: active use of testimonials and endorsements in its advertising and participation in Wealthtender’s directory that aggregates third‑party reviews and advertises third‑party ratings. It also discloses business affiliations and referral arrangements—an affiliated tax and accounting firm that may refer clients and a revenue‑sharing arrangement with the Trust Company—and notes that, while the firm is no longer registered as a licensed insurance producer, certain supervised persons are appointed as insurance agents and the firm has policies to disclose and monitor related conflicts.
Client services
Expertise
Fee options
Consulting services charged an individually-negotiated fixed fee; College Planning services fixed fee of $599
$0 - $400,000: 1.50% $400,001 - $750,000: 1.12% $750,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.80% $2,500,001+: 0.60%
Financial Planning services charge $450 per hour for time exceeding 10 hours
Account minimum: $250,000 or $4,375 minimum annual fee Minimum fee: Minimum annual fee of $6,000; participation in portfolio management services requires minimum annual fee of $4,375
Main office
See office161 Main Street, Ste. 8
Dalton MA 01226
Advisors at this office
9
Offices (2)
Most active in
Arizona · California · Colorado · Connecticut · Florida · Georgia · Illinois · Kentucky · Louisiana · Maine · Massachusetts · Michigan · Missouri · Nebraska · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Zachary M
Series 65
Dalton, MA
Berkshire Money Management, Inc.
Zachary Marcotte is a financial advisor at Berkshire Money Management, Inc. with 12 years of industry experience. He holds a Series 65 credential and has been with Berkshire Money Management since 2007. Berkshire Money Management, Inc. provides portfolio management, financial planning, consulting, college planning, and trust-and-estate planning services for a diverse client base, including individuals, high-net-worth clients, trusts, and business entities. The firm employs a personalized investment approach using macroeconomic indicators, primarily managing portfolios with no-load mutual funds, ETFs, bonds, and equities.
Brendan B
Series 63, Series 66
Dalton, MA
Berkshire Money Management, Inc.
Brendan Bullett is a financial advisor at Berkshire Money Management, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at MountainOne Bank’s investment group and Commonwealth Financial Network for 15 years. Berkshire Money Management, Inc. offers portfolio management, financial planning, and consulting services to individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a personalized investment approach using macroeconomic indicators to guide asset allocation and typically manages assets under written discretionary authority with regular reviews.
Peter G
Series 66
Dalton, MA
Berkshire Money Management, Inc.
Peter Gagne is a financial advisor at Berkshire Money Management, Inc. with 12 years of industry experience. He holds a Series 66 designation and previously worked at Commonwealth Financial Network, Pioneer Valley Financial Group, Mass Mutual, and Colonial Carpentry Innovations. Berkshire Money Management, Inc. offers portfolio management, financial planning, consulting, college planning, and trust-and-estate planning services to individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses macroeconomic indicators to guide asset allocation and primarily employs no-load mutual funds, ETFs, individual bonds, and equities, often under written discretionary authority with periodic reviews.
Scott L
Series 65
Dalton, MA
Berkshire Money Management, Inc.
Scott Little is a financial advisor at Berkshire Money Management, Inc. with 24 years at the firm and 17 years of industry experience. He holds a Series 65 designation and is based in Dalton, Massachusetts. Berkshire Money Management, Inc. offers portfolio management, financial planning, consulting, college planning, and trust-and-estate planning services to a diverse client base including individuals, high-net-worth clients, pension plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes personalized investment management driven by macroeconomic indicators and regularly reviews client portfolios, utilizing primarily no-load mutual funds, ETFs, bonds, and equities.
Michael O
Series 65
Dalton, MA
Berkshire Money Management, Inc.
Michael O'Brien is a financial advisor at Berkshire Money Management, Inc. with one year of industry experience. He holds a Series 65 credential and has prior work experience including roles at Berkshire Fairfield Insurance Agency, Massachusetts College of Liberal Arts, and Westfield State University. Berkshire Money Management, Inc. provides portfolio management, financial planning, and trust-and-estate planning services to individual and high-net-worth clients, as well as to pension plans, trusts, charitable organizations, and businesses. The firm employs a personalized investment approach guided by macroeconomic indicators and offers coordinated tax preparation through an affiliated accounting provider.
Holly S
Series 65
Great Barrington, MA
Berkshire Money Management, Inc.
Holly Simeone is a financial advisor at Berkshire Money Management, Inc. with five years of industry experience. She holds a Series 65 designation and has previously worked at St Germain Securities Inc and Lee Bank. Berkshire Money Management, Inc. provides portfolio management, financial planning, consulting, college planning, and trust-and-estate planning services to individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm uses macroeconomic indicators to guide asset allocation and primarily invests in no-load mutual funds, ETFs, individual bonds, and equities, typically under written discretionary authority with regular reviews.
John B
Series 65
Dalton, MA
Berkshire Money Management, Inc.
John Bielski Jr. is a financial advisor at Berkshire Money Management, Inc. with 23 years of industry experience. He holds a Series 65 designation and has worked at Berkshire Money Management since 2018, following prior roles at Atlas Private Wealth Management, LLC and DION Money Management Inc. Berkshire Money Management provides portfolio management, financial planning, consulting, college planning, and trust-and-estate services to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm uses macroeconomic indicators to guide asset allocation and primarily employs no-load mutual funds, ETFs, individual bonds, and equities under discretionary authority with regular portfolio reviews.
Peter C
Series 63, Series 65
Dalton, MA
Berkshire Money Management, Inc.
Peter Coughlin is a financial advisor at Berkshire Money Management, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Berkshire Money Management since 2016, following a year at Wells Fargo Clearing. Coughlin is also a limited partner in the Coughlin Family Limited Partnership. Berkshire Money Management provides portfolio management, financial planning, consulting, and trust-and-estate planning services to individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a personalized investment approach guided by macroeconomic indicators, using primarily no-load mutual funds, ETFs, bonds, and equities.
Allen H
Series 65
Dalton, MA
Berkshire Money Management, Inc.
Allen Harris is a financial advisor at Berkshire Money Management, Inc. with 22 years of industry experience. He holds the Series 65 credential and has been with Berkshire Money Management since 2001. Berkshire Money Management, Inc. offers portfolio management, financial planning, consulting, college planning, and trust-and-estate planning services to a diverse client base that includes individuals, high-net-worth clients, pension plans, trusts, estates, charitable organizations, and businesses. The firm uses macroeconomic indicators to guide asset allocation and primarily employs no-load mutual funds and ETFs alongside individual bonds and equities, typically managing accounts under discretionary authority with regular reviews.
Lauren B
Series 65
Dalton, MA
Berkshire Money Management, Inc.
Lauren Beckett is a financial advisor at Berkshire Money Management, Inc. with eight years of industry experience. She holds a Series 65 designation and previously worked at Berkshire County ARC and UMASS Amherst. Berkshire Money Management, Inc. offers portfolio management, financial planning, consulting, college planning, and trust-and-estate planning services. The firm serves a diverse client base, including individuals, high-net-worth clients, pension plans, trusts, estates, charitable organizations, and businesses, employing a personalized investment approach guided by macroeconomic indicators and a mix of mutual funds, ETFs, bonds, and equities.
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