Dalton, MA Office

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 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 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 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'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.

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 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 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 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.