Berkshire Wealth Group

is the Berkshire outpost of Rhinebeck Wealth Advisors.

 Berkshire Wealth Group is the Berkshire outpost of Rhinebeck Wealth Advisors; a woman-owned financial advisory practice with over 80 years of collective industry experience. The professionals at Berkshire Wealth Group offer a sophisticated, personalized, multi-generational wealth management experience that individuals, families, and institutions can rely on, today and for decades to come.

WHO WE ARE

Kathy and Scott opened the first Berkshires office of Rhinebeck Wealth Advisors in 2021 after moving to Great Barrington in 2019. Kathy and Scott are meditators, yogis, and creative thinkers who are committed to being there every step of the way with clients as they mange, plan and invest for their future. They are renovating this barn on their property to be the future home of the Berkshire Wealth Group of Rhinebeck Wealth Advisors.

WHO WE HELP

We specialize in providing comprehensive financial advice to clients with investment portfolios typically starting at $1 million. While we focus on this range, we're open to working with individuals and families who demonstrate strong potential for future growth, as we believe in nurturing long-term relationships and helping clients build their wealth over time.

HOW WE HELP

Through comprehensive planning and investment management, we provide a roadmap to help you turn your goals into reality. Acting as the coach on your team, we collaborate with your other professional advisors to ensure a cohesive approach. We strive to take the stress and anxiety out of investing through discipline and education. Our focus extends beyond building wealth; we are dedicated to protecting it for whatever legacy you want to leave.

You have spent a lifetime building a legacy. Let our prudent approach help you make the most of it. 

 

Our Services

 
 

TAX PLANNING

Effective tax planning is crucial to maximizing your financial success. We recognize that it's not just about what you earn, but what you keep. Our approach to tax-aware investing and financial planning aims to optimize your after-tax returns and preserve your wealth. We work closely with your CPA, leveraging their expertise to implement strategies that align with your overall financial goals. By coordinating our efforts, we help ensure that your investment decisions and financial plans are structured to minimize tax liabilities and maximize your long-term wealth potential.

Charitable GivinG

Charitable giving is more than just a financial decision—it's a reflection of your values and legacy. We help you create a strategic approach to philanthropy that aligns with your personal goals and maximizes your impact. Our team works with you to explore various giving options, from direct donations to donor-advised funds and charitable trusts. We also consider the tax implications of your generosity, ensuring that your charitable contributions are structured efficiently within your overall financial plan. By integrating your philanthropic vision with sound financial strategies, we help you make a meaningful difference while enhancing your own financial well-being.

Estate Planning

Effective and careful estate planning is essential for ensuring that your assets are distributed according to your wishes and that your loved ones are protected. While we are not estate attorneys, we understand that it’s not just about what you leave behind, but how you plan for it. We collaborate with your legal advisors to create a tailored strategy that addresses your unique needs, minimizes tax implications, and secures your legacy for future generations. Together, we help you navigate the complexities of estate planning, ensuring peace of mind for you and your family.

education funding

We help our clients navigate the complexities of education funding, whether it's for their children's college education or their own continuing education goals. Our approach includes exploring various savings vehicles such as 529 plans, Coverdell Education Savings Accounts, and other investment options tailored to your specific timeline and goals. We also assist in developing strategies to balance education funding with other financial priorities, such as retirement planning. By creating a comprehensive education funding plan, we aim to help you provide educational opportunities for your loved ones without compromising your overall financial well-being.

Retirement planning

Effective retirement planning is crucial for securing your financial future and realizing your long-term goals. We help you navigate this complex journey by developing a comprehensive strategy tailored to your unique circumstances. Our approach includes maximizing tax-advantaged savings opportunities, optimizing investment allocations based on your risk tolerance, and creating a sustainable withdrawal strategy to ensure your wealth lasts throughout retirement. By working closely with you and your other advisors, we aim to transform your retirement aspirations into a well-structured, achievable plan.

cashflow management

Effective cash flow management is the foundation of a strong financial plan. We utilize RightCapital, a powerful financial planning software, to help you gain clarity and control over your income and expenses. This innovative tool allows us to create detailed cash flow projections, helping you visualize your financial future and make informed decisions. We work closely with you to optimize your spending habits, identify savings opportunities, and align your cash flow with your long-term financial goals. By leveraging RightCapital's advanced features, we provide you with real-time insights and actionable strategies to enhance your financial well-being and pave the way for a more secure future.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

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