About Our Relationships

Our goal is to work with clients​:
 

 > Who are thoughtful and involved. (You will get a quarterly newsletter

    which we strongly encourage you to read.)
 > Who treat our staff with respect.

 > Who enjoy their time with us.

 > Who tell us their communication preferences (method and frequency.)

 > Who attend an annual investment review. (We promise to make it

    interesting.)
 > Who have integrity in what they ask of us.

 

Six questions to ask yourself:
 

 > How long would my money last if I stopped working and had

    to maintain my current lifestyle from savings?
 > How many years will I likely live in retirement?

 > What is the approximate spending rate from my retirement portfolio?

 > What is the proper mix of stocks and bonds in my portfolio?

 > How important is it to me to leave a financial legacy?

 > Is my retirement plan sustainable?

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.