Our Principles

Independence
We are not part of a large corporation where the interests of the corporation dictate what we recommend.

Passion
We have an unrelenting desire to see our clients succeed.

Knowledge
We are committed to improving through continuous education.

Values
Our clients’ best interests are at the core of our relationships.

Commitment to Service
We focus only on what we do best: building long-term relationships through exceptional client service.

Enjoyment
Life is just too short not to enjoy our time together.

 

We want our actions and advice to give you confidence in our motivations, judgment and decision making.

Visit
10151 SE Sunnyside RoadSuite 499

Clackamas, OR 97015

Call

T: 503-546-3200
F: 503-546-3205

 

Contact

ed@berrywealth.com

© 2012. Securities and Investment Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. Berry Wealth Strategies is separate from LPL Financial and is not a broker dealer. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, HI, ID, KS, MD, MO, NV, OR, PA, TX, UT, WA.