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Berkshire Money Management
Berkshire Money Management
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Firm
Great Barrington, MA
Serving Clients Nationwide
Your Full-Service Retirement Readiness Partners
Primary Advisor Locations
Berkshire Money Management
Scott C. Little, BFA™, CEPS®
Peter Coughlin, CSA®
Nate Tomkiewicz, CFP®, CRPC®
Holly Simeone, CES™
Zack Marcotte, AIF®, AWMA®, CFP®, CRPC®, MPAS®, RMA®
Lauren Beckett (Russo), CEPA, CFP®, CVB, FPQP™
Additional Locations
📍 72 Stockbridge Road, Great Barrington, MA 01230
Video
About Us
When people first come to us at Berkshire Money Management, they’re often retiring, selling a business, receiving an inheritance… some new event has set their money in motion. And they want it handled right.They’re looking for a trustworthy, proactive financial advisor who:
✔️ Can help you know if you’ll be financially secure long-term
✔️ Can help you identify your best options to plan a comfortable retirement
✔️ Can create and carry out your plan for you, from start to finish
If this sounds like what you’re looking for, we invite you to click the 'Book Intro Call' button above to schedule a call with us. We’re friendly and easy to talk to.
WHO BENEFITS THE MOST FROM WORKING WITH US?
✔️ Nearing Retirement: You’re within 7 years of retiring. You’ve made good decisions over your life, but want help to make sure you don’t run out of money.
✔️ Selling a Business: You’re within 3 years of selling your business and want an experienced professional in your corner who can help you maximize your business’s value and reduce taxes on its sale.
✔️ Have a Sizeable Estate: It’s important to you that you avoid paying excessive taxes, keep more of what you have now and protect your assets for your children. You want to make sure your estate plan is handled right.
We help you grow — and defend — your assets so that you can have a long, comfortable retirement.
DISCLOSURES
Registration with the SEC should not be construed as an endorsement or an indicator of investment skill, acumen, or experience. | Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal. | Industry registrations, designations, recognitions or awards should not be construed as an endorsement or a recommendation to retain the Adviser by the granting entity or any regulatory authority. A detailed description of listed professional designations is available upon request on in our firm’s Form ADV Part 2B. | Form additional important information please review Advisers Form ADV Part 2 and Form CRS disclosures. | Adviser is not affiliated with Wealthtender or any of its affiliates. Usage by Adviser of the Wealthtender platform should not be construed as an endorsement of Adviser or recommendation by Wealthtender to retain the Adviser. | Client or third-party reviews aggregated and displayed by Wealthtender may originate within or outside the Wealthtender platform.
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Gen X
- Healthcare Professionals
- Intergenerational Families
- Living in Retirement
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
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Berkshire Review - Retirement Planning
✅ Wealthtender Certified Advisor Review™
Sep 12, 2024
My family has worked with BMM successfully for 20 years. More recently Scott guided me through Medicare and Social Security planning. When it came time to retire 2 years ago, we had extensive conversations how the pieces of the puzzle would best set me up in years to follow. I don’t hesitate to recommend BMM for financial planning and investment needs!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 6, 2024
The Berkshire team has been very helpful and easy to work with through the years.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
May 2, 2024
Peter Coughlin was very helpful and thorough with all of our questions and concerns.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 30, 2024
Excellent personal service. We have a close, personal relationship with Peter who is super responsive and attentive to our needs and our portfolio. We have been pleased with investment results over many years and highly recommend him.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 30, 2024
When I was with 2 other brokerage companies, I would get a call from someone who said they were my new account manager and wanted to get caught up. Not at BMM. Peter has been on top of my account for many years, keeping us aware of positive and negative events that could affect account and provide adjustments. Certainly pleased with BMM and Peter for their services, support, professional, and personal attention to our particular needs.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 30, 2024
I have trusted Jared, Scott and Allen for over a decade.
They have managed the good times and protected against the bad.
very attentive and knowledgeable.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 28, 2024
   
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 28, 2024
We've worked with Allan, Scott, and their team for years, always responsive, a full line of services, and we trust they have our best interest at heart.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 24, 2024
Over the last 8 years, my wife & I have experienced a consistent, honest & conservatively recommended approach based on our age & changing circumstances.
Our financial advisor at Berkshire has helped educate us on a wise financial approach & attitude toward our finances and investments.
Our confidence in Berkshire has been based not only on our own experience, but also on the experiences of the extended family members who initially recommended Berkshire.
Additionally, our Berkshire advisor and the Berkshire team have maintained an open communication and have demonstrated expertise and patience in the process of transferring assets from 2 other investment firms. This demonstrates our level of trust & confidence in Berkshire which have been consistent throughout. We have also valued the multiple services offered & would highly recommend the Berkshire group to anyone!
We have recommended the Berkshire organization to many of our friends based on our experience.
One last note-- we value the personal attention provided through our Berkshire advisor which is uncommon among the larger investment firms.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 23, 2024
Birkshire Money Management has been handling my investments for the past 10 years. Scott Little, as well as everyone on the BMM team, has provided me with excellent advice, education and services. I feel very comfortable in retirement that our best interest is being accounted for and we will fully be able to enjoy those things we love to do.
Thanks BMM for creating an environment and financial service that leaves me knowing we are in the hands possible.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 22, 2024
I moved my Retirement fund to Berkshire Money Management in 2018. The focus and interaction with the BMM financial group has been more than our previous experience. Peter Coughlin and his team have provided us with a piece of mind that, in spite of the volatility in the markets, they had a specific plan for us and guided us with great customer service. The convenience of having someone “Local” is a bonus. Peter is accessible and proactive in reaching out to us on a regular basis. Thank you BMM – Bob & Peg Cimini
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 22, 2024
I am pretty hopeless with financial matters. I tend to buy high and sell low. I am so thankful that I hooked up with BMM when I did, in 2008. Through recession and good times they have been fabulous. Both Allen Harris and Scott Little. I mainly see Scott these days. He is a pleasure to talk to. We can talk about financial issues, family issues, you name it. He is always sympathetic to where I am, and what my comfort level is regarding risk etc. I can't recommend them too highly!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 20, 2024
Peter and Berkshire Money management has been a wonderful financial advisor. Peter has a clear understanding of our financial needs and our goals and has provided us with sound financial advise and guidance.
We highly recommend Berkshire Money Management and their services and look forward to working with Peter way into the future.
MEC/FJC
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 19, 2024
Peter at Berkshire Money Management has been a pleasure to work with throughout the years. The attention to detail and sincere thoughtfulness of our family and future goes well beyond the “typical” Financial Manager.
The ENTIRE Staff at BMM is extremely helpful and we are happy to be part of their “family”.
Matthew P.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 17, 2024
My husband, Jim, in his job as the director of a park district for many years, was researching a retirement plan for park employees and came across Berkshire Money Management. Jim saw that it was showing excellent gains and started contributing to that retirement account on a regular basis.
The family has worked with Scott Little at BMM for many years with the personal touch of frequent telephone calls. Scott was there and is always there with helpful suggestions and advice. We would encourage anyone looking for financial investment to contact Scott at BMM.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 17, 2024
BMM has been in our family since the early days, when they were operating out of a storefront in a strip mall. Since then I have been through a divorce, the 2008 meltdown, and my father passing. And through it all, Scott Little has been my rock. He has such a calm demeanor and really understands the emotional component of investing. Besides that, the paltry sum I invested post-divorce has tripled in value. Even though I have been taking monthly withdrawals for years, my portfolio keeps increasing. Because of BMM, and especially Scott Little, I never worry about my investments.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 17, 2024
Scott from Berkshire Money Management has done a great job managing my parents’ account over the many years. When my dad became ill and needed extra financial support, it was a gift not to have any financial worries. Then, after my dad passed away, Scott was there to guide us on getting everything in order and making adjustments as needed. It makes us feel so blessed to have that support!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 17, 2024
Scott has been wonderful to work with. He is very responsive and consistently value-add. Looking forward to working with Scott and the team many more years
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 17, 2024
Thank you Peter for your visit. As always, very informative and quick to answer our concerns and questions. We are very pleased with you and Berkshire Money Management in how you have handled our accounts. Here's hoping its another prosperous year.
Sincerely
Jim & Kim Kuni
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 17, 2024
My wife Sharon and I started working with Peter Coughlin and his team at Berkshire Money Management while going into retirement a couple years ago, and we couldn’t be happier! Coming from a mostly faceless advisor it’s been a real treat. In addition to knowing our finances are being managed well, based on updates and in-person meetings, we are very appreciative of the BMM retirement platform. This includes estate planning, which along with Peter’s great communication and guidance, helped us complete our future plan and goals. He and the rest of the BMM team also gave us the strategy to optimize our Social Security benefits with direction on when and how to file our claims. Thanks to their efforts and guidance we are confident in our financial future. Well done BMM!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 15, 2024
I have been a client of Berkshire Money Management for many years. I started with a small investment. Over the years it has grown substantially due to personal phone calls (no computer chatting) with Mr. Scott Little. He has always been honest, transparent and willingly addressed my questions and explained my options. I am grateful for the direction Scott Little has taken my investments. I am very thankful for his stewardship of my assets and I highly recommend you consider this company for your peace of mind.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 14, 2024
We met with Peter C. whom we have known and dealt with over the years at Berkshire Money Management. We felt very secure with Peter's suggestions as to how to invest our money. Thank you Peter and thank you Berkshire Money Management. They make you feel like family and they provide an awesome service.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 14, 2024
We have been working with Berkshire Money Management for many years. We feel confident that they have our best interest in mind. They made a financial plan tailored for us with our present and future needs in mind. We have worked with Bill, Zach, and most recently, Peter. He is a pleasure to work with and we enjoy our visits.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 14, 2024
BMM has been managing my portfolio for 15+ years. Scott Little and Alan Harris have did a great job keeping me out of trouble during the 2008-08 great financial crisis and other major market corrections along the way. I think the best compliment is they've maximized returns during bull markets and minimized losses during bear markets or severe corrections like '07-'08. Another unappreciated service is just being a sounding board for investment ideas and counseling me to take the longer term view of wealth building. Scott and team also offer a comprehensive wealth/retirement planning service that helps guide clients as they build for a sound financial future. I have benefitted greatly from this service and knowledge (which is provided to clients free of charge).
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 12, 2024
Scott does a great job for us
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 11, 2024
We’ve been working with Nate at BMM for just about 5 years now, and we couldn’t be more pleased with his advice on our financial retirement plan.
Nate took the time to get to know us and our desires for retirement and helped develop a financial plan that would lead us towards that.
He is knowledgeable about what’s going on in the market and factors that affect the market, as well as strategies to secure our best financial position. Nate went above and beyond to even advise on our 401K.
Nate keeps in touch regularly, communicates well, and has been helpful in rolling-over pension and 401K accounts. He is genuinely a nice, personable guy.
There’s a high level of comfort and confidence that we have knowing that Nate and the BMM team are there by our side to secure a healthy financial retirement.
Sincerely,
Dan and Antoinette
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 11, 2024
So many great things to say about Berkshire Money Management and Scott Little and the team at Berkshire. We have used Berkshire for many years and cannot express to you how grateful we are. Scott is on top of what is happening and therefore is constantly watching the financial happenings and what is happening in the world and is absolutely on top of any changes needed. Scott keeps in touch and we know if we need anything that we only have to call and we will either be connected immediately OR receive a call back in a matter of minutes. We cannot express strongly enough to you that we so highly recommend Berkshire Money Management.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 10, 2024
Nothing but positive to say about this group. Excellent investments and Peter and staff are very accommodating and thorough. Great experience.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 10, 2024
As a nurse I have a lot to remember so I entrust my money to BMM. This way it's one less thing I have to worry about. I work hard to earn it and BMM helps me develop a plan to maximize growth but also create a timeline and a spending plan for retirement. Special thanks to Nate and Zack for talking me through all the complicated financial jargon!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 10, 2024
I have had the pleasure of working with Holly for several Years at BMM.
She is knowledgeable, proficient and always does her very best to support me.
Holly always goes the extra mile to assist with updates, and any question I may have for her.
Having a compassionate and kind representative has made all the difference for me!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 9, 2024
BMM has managed my finances for decades and done a terrific job. Fantastic customer service! I would highly recommend.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 8, 2024
I have been with Berkshire since the beginning...outstanding customer service for many years and they provide various no cost perks. I trust them with all of my family retirement funds.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 7, 2024
I have received the benefits of BMM and Scott Little"s guidance for over twenty years. My ability to easily communicate with Scott Little in times of need provided a great degree of confidence in dealing with financial markets that was previously absent. I am grateful for Scott Little and BMM for their expertise and making management of my financial life less stressful.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 7, 2024
I have utilized BMM since 2003 and have endured the normal ups and downs of the financial markets. Scott Little has always provided a steady hand which in the long run proved to be a wise position. He has personalized their service with frequent phone conversations, both scheduled and unscheduled and always responded to any requests without delay. Additionally, BMM has provided services beyond their normal areas of expertise when the situation developed. I highly recommend BMM!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 7, 2024
   
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 6, 2024
I have been working with Scott Little at Berkshire Money Management since 2007. He and his team always impress me with their professionalism, knowledge, and attentiveness to the clients. I am very happy with their money management services!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 5, 2024
Scott Little is an extremely talented, personable agent. He has been very helpful in managing my account. I highly recommend him and his firm.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 5, 2024
Scott and the entire BMM team have been great over the past few years I have worked with them. Knowledgeable, responsive, and always available. I have been very comfortable following their advice and know I am in good hands. Highly recommend.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 4, 2024
We have been with BMM since 2003. That alone should tell you all you need to about the firm. Just make the call. You will not be disappointed.
But in case you still have questions we are extremely satisfied with their customer service and every aspect of their professional ability.
Just Scott Little a call.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 4, 2024
BMM is top shelf. Scott Little and his team Lauren & Zack provided a very thorough financial planning assessment. Their tools are very intuitive and the client portal they provide is one of the best ways to have real time insights into managing our retirement plans. Highly recommend BMM and their team. Very qualified and knowledgeable!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 4, 2024
I have used a few of the super big brokerage firms over the past 40 or so years. During that time, while I had an advisor, I was getting anxious because the folks who are actually managing my portfolio are faceless. I decided to think about consolidating. While discussing this with my wife, my son tossed the name of Berkshire Money Management my way. The timing was perfect except for the market. Despite that, I called and was put in touch with Scott Little. From our first phone call and subsequent meeting, I was pleased. Since then, Scott has been doing a great job advising us along the way with excellent suggestions. With his help, we have our retirement and estate planned and our portfolio has done well considering the volatility of the market. We have quarterly reviews with Scott and we know we can call him anytime. We like doing business close to home and Scott understands us! Thank you Scott. — James
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 4, 2024
Our Investment Advisor, Scott Little is a fantastic partner in whole life planning .
He has been available to us anytime we reach out. When we need something from him he always completes it above and beyond our expectations. He inquires about our lives personally , I feel like this personal touch makes him an honorary member of our family .
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 4, 2024
Berkshire Money Management has handled my investment portfolio for many years with good results. I have confidence in their decisions and I appreciate the communication and that my advisor is always available to answer any questions I might have.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 4, 2024
-
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 3, 2024
Nate is very personable and smart. Explains things in a way you can understand. We trust him 100% with our money. Highly Recommend .
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 3, 2024
We are so happy we moved to BMM! Nate is fantastic. He is friendly, smart and always knows how to help us with our long term financial needs. We are doing so much better since moving to them than we were doing on our own. We highly recommend using them to support your financial planning goals.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 31, 2024
I've had the absolute pleasure of working with the advisors at BMM for the better part of a year now. In my role as a consultant for financial planning firms, I come across a lot of different firms' cultures and advisors and I can wholeheartedly say that BMM and their team are some of the most kind and competent folks who's #1 focus is on great outcomes and relationships with their clients. I've been hired to help them elevate their client experience (this goes to show that they are willing to invest in their client relationships!) but little do they know, I've learned a ton of valuable insight from them in this process as well. In getting a look "under the hood" of their business, I can confidently recommend BMM to anyone considering working with them.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: The reviewer’s current business relationship with BMM creates a potential conflict of interest in providing this review.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 27, 2024
I have been on board for a few years & the results have been fantastic… The whole team is very helpful & supportive… Highly recommend Berkshire Money Management... Should have signed up years ago...
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 26, 2024
Berkshire Money Management earns five stars.
I have been with Berkshire Money Management for more than 12 years. Over the years they have impressed me with their level of attentiveness. Their team is responsive and will provide you with options in this ever changing market. I have been extremely happy with their service.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 26, 2024
I have been with BMM, for just over two years, and I am extremely happy that I made the switch. Holly Simione, has always returned calls or emails quickly. Holly has answered and explained things that I didn’t understand, even if it took me a couple tries to understand, with patience.
When my dad passed, I received a beautiful bouquet of flowers, from BMM. This to me was so thoughtful, and made me realize, I am not just an account.
When I had invested my money with other investment firms previously, I never received a call to check in and see if I wanted to have an appointment to review my account.
I know that I made the right choice transferring my investments to BMM.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 21, 2024
I have been very happy at BMM. Nate is always available, explains my options and reviews with me how my portfolio is doing in meeting my goals. Most importantly, I always leave feeling confident in the plan. I recommend BMM and Nate Tomkiewicz highly.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 20, 2024
Excellent company with great team that will work with you and your family. We had very good experience for over 10 years. Smart people, who can help you to retire early.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 19, 2024
BMM has a staff that is always courteous and knowledgeable.
as well as accommodating. Retiring can be overwhelming when considering all the variables for our future. BMM will help find options and guide you to make informed decisions about Medicare premiums, when is the best time to take social security, and how to plan your future. My wife and I have been with Berkshire Money Management for years and are very happy with their service, advice, and results. Scott Little, Zack Marcotte and Lauran Rosso Beckett are a Powerhouse, and I don’t believe we could want for a better financial team.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 18, 2024
Scott Little of Berkshire Money Management, Inc, was my fathers financial advisor. At the time of my fathers death I was appointed executor. Scott was invaluable every step of the way, his experience, investment strategies, compassion and overall customer service are unmatched. My husband and I will be keeping our portion of my father’s estate with Scott at Berkshire Money Management and look forward to years of financial peace of mind.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 18, 2024
I have been with BMM for a number years now, Scott has been amazing meeting and going beyond my needs. Would strongly recommend BMM to anyone!!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 18, 2024
Scott and his team have been helpful and attentive to our needs. As someone who knows next to nothing about the stock mark, I find I'm asking all sorts of questions that they happily answer. I would recommend Berkshire Money Management to anyone and everyone.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 18, 2024
I have been involved with Berkshire Money Management for just over a year. My experience has been excellent. The management of my finances has been profitable but the relationships and trust that I have established give me comfort in knowing that it is not just my finances being managed but also my families well being. They are local people who care about their neighbors.
Peter Coughlin and Holly Simeone have been very attentive and helpful with any and all questions and concerns I have had.
I look forward to continuing my successful relationship with the entire crew at BMM.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 17, 2024
I cannot speak highly enough of Scott Little from Berkshire Money Management.
Scott has worked closely with my parents and two of my siblings. Scott's exceptional professional and personable demeanor is one that puts you at ease and empowers you with sound financial advice. His expertise instills a profound sense of confidence in financial decisions. If you're seeking a financial advisor who not only understands your needs but also makes you feel heard and empowered, look no further than Scott Little.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 14, 2024
Been with Berkshire Money Management for a couple years now and have had a very positive experience with everyone I’ve interacted with and would recommend them to anyone looking for investment advice.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 14, 2024
I am very pleased with B.M.M. My advisor; Scott Little has been extremely helpful...his knowledge and attention to detail...Promptness...and demeanor make me very happy to have chosen B.M.M. to help me navigate my options. I highly recommend them.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 13, 2024
We highly recommend Berkshire Money Management. Two years ago we had a death in the family that went into a protracted probate. We knew we were in over our heads, and began a search for a financial planner who would help us navigate the process. After considerable homework, we found Berkshire Money Management. Nathan not only helped us map out our finances, but also assisted us with finding an estate attorney and an accountant. They also have a team dedicated to college planning that assisted us with school affordability, scholarships and sources of financial aid, as our daughter was applying to colleges. Berkshire Money Management is the whole package, and we recommend them to anyone in need of financial guidance.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 13, 2024
Working with Nate has been a great experience. His team is extremely knowledgeable, easily accessible, and provides a wide array of services. We know the financial future of our family is in the best hands with BMM.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 13, 2024
I met Scott thru my mother about 4 years ago. His service is like no other you get what you pay for! i have seen this portfolio grow tremendously. when my mother passed last year he took the time to walk me thru all the steps. He is a well seasoned pro ! Thank you for being there for my family.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 13, 2024
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Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 11, 2023
So glad we took Scott and his team up on the opportunity to meet and discuss our current and future financial situation and goals at the recommendation of a colleague a few years ago.
Since our initial meeting, we have utilized many of the services offered by BMM with great satisfaction and success.
Investment management is ongoing, a Finacial plan that we review on a routine basis, assistance with retirement, Social Security and our Estate Planning.
We meet on a regular basis (can be in person or via Zoom).
Any correspondence receives a prompt response.
Scott and his amazing team at BMM have earned out trust that they have our best interests in mind!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Dec 5, 2023
I have had the pleasure of working with the team at BMM for many, many years. I trust the team to invest for my future and appreciate their keen and strategic insights. I have never been disappointed and highly recommend this firm!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 21, 2023
BMM is a stellar team of people. They go the extra mile to make sure my money is making money and that I can continue to live my life well. I appreciate their smarts, their kindness and compassion.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 19, 2023
Jared Reinstein from BMM manages my portfolio, and he does it well. He is very knowledgeable, and I can call him with questions at any time. I know and believe he has my best interests in mind. I am definitely treated like a person and not just an account at BMM.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 17, 2023
I have been using Berkshire Money Management for almost 20 years and they have been fabulous. Whenever I had a question or concern, I was able to call my advisor and he ALWAYS answered my call. My husband and I are nearing retirement and Berkshire Money Management has helped us plan, focus and achieve our goals. We feel confident that we can stay on our plan which is all due to the staff of Berkshire Money Management. They are trustworthy and knowledgeable.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 16, 2023
I work with Scott and the team at Berkshire they are excellent I highly recommend them to anyone.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 15, 2023
I have been working with Scott Little of Berkshire Money Management for 21 years. He and his colleagues have helped me with financial planning, as well as investments. Scott has been tirelessly generous with his time and sage advice, taking care to explain the current financial markets and how best to navigate successfully toward fulfilling my financial goals. I hope he can help my children do the same in the future!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 8, 2023
BMM is a great firm. I have been a client for more than 15 years. Can call and speak to anyone including the founder. They provide quarterly phone call reviews of your accounts. Great at supporting local (Massachusetts) charities, and giving back to the community.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 2, 2023
I've been a customer of Berkshire Money Management firm for over 10 years. I've worked with Scott on a number of different problems with my finances and he is always kept me on track to a sound financial outcome.
Lately I've been working with Scott and his associates on setting up my estate plan that I plan to pass on to my kids and grandkids.
I have their rate to well worth the services I get.
I would recommend them to anyone who needs a little help with their finances I'm sure they can make a difference ,they have with me.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 2, 2023
We are deeply grateful for excellent guidance and financial stewardship that we benefit from as clients of Berkshire MM. Scott has exceptional financial knowledge and acumen! And he and Jared have done a fantastic job of helping us to ensure that we are prepared to meet our family’s needs for the long-term, in every scenario. Everyone at Berkshire is kind, thoughtful and knowledgeable and takes time to care for each client. We cannot recommend this firm highly enough !
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 27, 2023
BMM and in particular Scott Little have been the best we could have imagined for the security of our portfolio. Being with Scott for at least 20 years has carried us through many ups and downs in the market and also having reached that point when we are forced to start taking drawdowns, yet we have continued to grow overall. The quarterly updates explaining their outlook on the markets and other geopolitical issues makes you feel they really do their homework. Would recommend them to anyone.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 27, 2023
I highly recommend BMM for anyone who is seeking a group of individuals with an impressive depth of expertise and balanced perspective in managing financial wealth. My husband and I have been working with Scott Little for almost a decade, and prior to that he managed my parents' portfolio, which is a testament to how pleased we have been with him as our money manager. BMM is a truly family-oriented business. They care about their clients as people first, and take the time to get to know you on a personal level in order to understand how best to manage investment of your hard-earned dollars.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 18, 2023
We subscribed to Allen Harris' Navigator Newsletter in the late 90's and were immediately impressed with both his insight and results. Allen is good. When Allen launched Berkshire Money Management moving assets to BMM was a no brainer even though we live 900 miles away in SC. We have entrusted more and more of our family's assets to BMM. Allen, Scott Little and the entire BMM team manage our accounts as if they were their own, providing exceptional service and communication every step of the way.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 16, 2023
The way I like to share my experience regarding Berkshire's services is that they are responsive, thorough, reliable and always available. They explain things in a manner that make us feel safe and secure. They have a wonderful way of making you feel "tucked" in!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 12, 2023
The staff is always courteous and knowledgeable. I've been engaged with Berkshire Money Management for over four years and I have been completely satisfied with their handling of my retirement investments and concerns. I haven't had many questions or concerns, but when I have, they have always been attentive and prompt with their response. I would highly recommend BMM to anyone who wants or needs an enterprise that has your best interests in mind.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 10, 2023
As I write this review my BMM personal financial advisor is Nate Tomkiewicz and in all truth of the five financial advisors I have had over the course of my investment career he outperforms the other four combined.
My journey with BMM began when I participated in one of their promotional events at which I was given an opportunity to meet with several of their advisors to ask questions and learn more about BMM investment strategy. It was a good session that ended with an offer by BMM to review my present portfolio and meet again to discuss potential improvements they had found, if any. This overview was offered purely as an academic endeavor. No fee or further obligation implied or stated. Well this was the first of many amazing moments with BMM. I am an engineer by trade and I live by empirical data. Here was a financial advisor saying, lets stop talking and let BMM do some work to demonstrate proficiency and performance. They reviewed my portfolio and true to their word they presented a list of actions with quite a few recommendations that I was free to pursue with my present financial advisor who had missed them. At this point I was a little stunned by these dealings with BMM. Here was the first financial advisor I had ever met who said what they did and did what they said. I made a decision right right then and there, moving forward BMM was going to manage my retirement savings and my partnership with Nate was born.
From this point on Nate and I met for frequent portfolio reviews. I never have to chase Nate down to get some of his time and attention, he chases me down. He engaged all aspects of every financial move we made with much attention to detail. By the time each of our sessions was at an end I had a clear list of action items he was going to pursue as well as what other BMM personnel would be doing. Together we worked on rolling over most of my 401K and consolidating into IRAs before I had even retired. It is a common occurrence for Nate to suggest making a move in such a way as to be most tax advantageous that never would have occurred to me. He is knowledgeable and has cutting-edge information at his fingertips. Recently I retired and just when I thought the surprises were over Nate sits me down and starts to discuss this new phase of my life and how hobbies and activities can enrich my life enjoyment. He just took off his advisor hat and seamlessly morphs into life coach. Another amazing BMM moment that had never happened with previous advisors.
I have to take this opportunity to mention Allen Harris and the BMM professional staff. We are living in some turbulent times and it is wonderful that BMMs goal is not only to create wealth but to preserve it. In his chats Allen always strives to calm the waters and take the long view. I appreciate his stability. Kudos to the folks behind the scenes like Zack, Lauren, Tammy, and others who are working to make me successful.
I wish all of you reading this review to have a long happy, healthy, and wealthy life, you have earned it! And you could do no better than to let Nate and the BMM crew get you there!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 10, 2023
My stepfather introduced me to BMM back in 2005 and told me I would always be in good hands with them. He was 100% correct! They have been amazing, especially Scott Little. Scott goes above and beyond for me! Now my whole family is with BMM and we are all super pleased with them. A few years back, they worked with me on my retirement plan. After extensive time, effort and research, they presented me with a perfect plan that I would have never come up with on my own! I feel like I'm in great hands with BMM -- my stepfather was right! I highly recommend BMM as they are not only great money managers, they keep you informed, they are professional AND they are super nice! I'm a lifer with BMM!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 1, 2023
Scott Little and the team at Berkshire Money Management have been exceptional in their managing of our investments. Not only do they tailor our investments to meet our needs, but they help us to determine our future needs. This has been extremely helpful as my husband an I navigate the right balance. Retiring can be daunting when considering all the variables, medicare premiums, when is the best time to take social security, and Roth IRA conversions etc etc. The team at Berkshire will help find options and then you can make informed decisions They provide invaluable services such as budgeting and estate planning. We have been so grateful for there help over the decades. Thanks!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 27, 2023
I have been invested with BMM since inception many years ago. I have always felt that Scott and Alan have my best interests in mind. From investing, to financial planning, to retirement planning they represent the full package. Their organization has grown significantly over the years from an investment business to a full scale money management service. One can rest comfortably knowing they are carefully monitoring the markets. That’s why I have been with them so long. I appreciate their service. As my needs change over the years they are people I can rely on.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 27, 2023
We have been with Berkshire Money Management for 14 years now. Scott Little, our advisor, has guided us through many stages of our financial life, including financial planning, retirement planning, Medicare, and Social Security planning. Scott is always available for questions and reaches out to us quarterly to review our portfolio and the economic environment. We continue to enjoy the service, advice, and results we have gotten through the years with the Berkshire team. Thank you!
Mike and Debbie
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 25, 2023
Berkshire Money Management is awesome! They have helped us for more than 20 years with clear financial management and advise. When we were looking for someone to manage our retirement funds, we decided to go with BMM because of Allen Harris's insightful newsletters which I had been reading for years. I had been so impressed with Allen's market savvy, as well as our conversations with Scott Little, it was an easy decision.
In addition to providing great returns for our retirement accounts, they have provided us a Personal Financial Plan and and even an updated Living Trust for no added fees! We can't say enough good things about Berkshire Money Mangement
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 24, 2023
This is a superb financial advisory firm. I have been with them through the financial crisis and recessions. They were early providers of fee based services and efficient ETF investing through a transparent Schwab platform. Quarterly and as needed one on one conversations are the rule. Their research is top notch and over these years have resulted in solid performance, in part by muting downturns and staying invested in the best performing sectors. They also provide or contract financial services such as financial and Medicare planning. I sleep well at night and am not compelled to check my portfolio very often.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 22, 2023
Our financial advisor at Berkshire Money management is Vice President Scott Little. He was referred to me and my wife by a family member who highly recommended Scott. Scott has taken the time to not only get to understand our financial goals, but also to get know us personally. He is extremely accessible and responsive . He has exceeded our expectations with financial planning that is thoroughly explained, and really works. We highly recommend Scott and the team at Berkshire Money Management.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 22, 2023
I have been associated with Berkshire Money Management for over 20 years and could not have been more satisfied with this relationship. They have guided my investments to achieve outstanding results. Their philosophy is to shape each investor's portfolio to their specific investment objectives. And most importantly, a major objective is to protect your investments from major downturns by always keeping an eye on the direction of the economy and market and making marketing decisions in anticipation of the market's future course. Another reason why Berkshire Money Management is the best is that each investor is assigned to an investment advisor who is always available for immediate assistance as needed plus each quarter the advisor will contact the investor and discuss the market and the investment decisions they will make going forward. I personally have an advisor who is absolutely brilliant and I have been fortunate to have been associated with him for most of my 20 years with the firm. I not only consider him as my investor advisor but also as a personal friend that has resulted from our long term relationship. I strongly endorse and recommend Berkshire to investors that want individualized services tailored to their investment objectives and rewarded with positive investment returns.
Paul Neuhauser
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 21, 2023
Berkshire Money Management is the best. They do a great job with managing our retirement.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 20, 2023
Even from far away in the Berkshires, Scott and Alan have made these Michiganders feel well cared for and warmly welcomed by the Berkshire Money Management family. We are very satisfied with how they have helped our money grow over the years, and find ourselves more comfortable in our retirement than we ever dared hope. They have also folded our kids, with their far more modest wealth, into the family and are as meticulous with their care and advice as they have been with us. We greatly appreciate their social consciousness and all they do in their community to help others. We are beyond grateful.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 18, 2023
I have used multiple financial services firms over the years and Berkshire money management has far exceeded all others. Scott Little is exceptional !1
Gene Rice
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 12, 2023
We have been clients of Berkshire money management for almost 20 years. We are very satisfied with the investments that they handle for us and other services. Recently Chelsea Smith went out of her way to help us set an external bank account to deposit. She spent a great deal of time troubleshooting that for us. Scott Little has been very attentive to our needs and checks in with us frequently.
We are very impressed with Berkshire Money Management's involve
ment with and concern for the local community and its needs.
Harry and Ann Boltz
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 12, 2023
We have been with BMM for 20 years. They have grown throughout that period, offering more services but always investing our funds as if they were their own. The staff is available to answer whatever questions and needs arise. BMM is a Trusted Friend.
Thank You
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 11, 2023
Scott Little at Berkshire Money Management has been a wonderful financial advisor and guide. I never hesitate to reach out to him with questions and he is always very responsive, and willing to discuss pros, cons and options with me in any aspect of my financial life. I enjoy talking with Scott, and always feel like I come away from our conversations a little smarter. Having him on my "team" gives me great peace of mind.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 11, 2023
After nearly 30 years with one of the largest financial advisory firms I moved our family portfolio to Berkshire Money Management - and so happy I did. Not only the performance has improved but also the high-caliber personal attention received has been amazing. From estate and financial planning to tax strategy and others, the level of support and tailored solutions is second to none. Scott Little of Berkshire was instrumental in coordinating several meetings with specialized professionals who helped us with much needed comprehensive planning. In addition, with accounts housed at Schwab I am confident our investment assets are protected and under very adequate fiduciary controls. My only regret is not having moved to Berkshire much sooner.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 11, 2023
I have been a client of BMM for 16 years. All of that time, Scott Little has been my primary contact, adviser and at times therapist. I can't say enough about Scott, his knowledge and his ability to relate financial goals with my personal family's needs. He is the only financial adviser/money manager that has ever talked me out of sending them additional money because he thought other options at that time were more viable to me than the current options in the market.
Obviously, during that time, the market has experienced great returns and tough patches. My portfolio has fluctuated along with those trends. There is no money management company that can 100% insulate you from the downward trends, but there are few that work as hard as Scott and BMM to protect you from the extremes. They use every option/tool available to them to your advantage. They aren't too proud to reverse course on their investments if the climate calls for it.
BMM offers far beyond the sound market advise and execution of my portfolio. When you are a client of theirs, you have access to an array of services at NO additional costs. BMM absorbs these costs for their clients. I have taken advantage of many of them, and as I age, I plan to use others as well. BMM paid for the Estate Planning Lawyer, who did an in-depth , well executed, Trust for my family. You learn very quickly during this process that a Will is simply a wish list, but the Trust is the playbook on the execution of the Will and so many more details beyond finances. If you haven't done a trust yet, and plan to pay on your own, these are typically $2K+.
I also use their inhouse financial planners to take a snapshot of my total finances versus my long term needs and goals. This is an in-depth look under the covers, with a corrective action, if needed. As my income changes, my investments fluctuate, and my goals adjust, I can reach back to the financial planning team to recreate a current plan for me.
If you are happy with your money management company, make sure they are doing more than picking stocks and funds for you. Make them work harder for you and your family, as BMM does for mine.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 10, 2023
We have been with Birkshire Money Management for the last ten
plus years. Customer service is their forte.Questions are answered promptly. Decisions concerning our portfolio are explained. We trust them to do what is best for our family and we highly recomend them.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 10, 2023
The list I made when I was looking for an advisor contained these priorities:
Trust
A firm that wouldn’t “assign” me to another manager
An advisor who was interested in goals in addition to returns.
Someone who could work with us in various stages of the market and of our lives.
Scott checked every box. He took my calls when the market dropped by a couple of thousand points and explained what was happening in the market, and the adjustments he had made to keep my investments stable. When I was in the middle of a divorce and very anxious about having enough to live comfortably, he was always no more than 5 minutes away. When I was retiring to a state I had never lived in and really had no idea what my 5 – 20-year plan could be Scott was right there. He worked with my attorneys in the North and in North Carolina to facilitate the changes needed.
I would happily recommend him to anyone looking for a trustworthy, smart, and community-minded advisor.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 9, 2023
I've been with Berkshire money mgt since 2003 I first was just a subscriber to Alan Harris's news monthly letter called "The Navigator". I followed his investment advice and realized he was very knowledgeable about a slow steady hand for investing. He sold that publication and reached out to many of his subscribers to join his firm to manage my original company 401 k. I have been able to allow my investment to grow for the last 20 years. I'm lucky to have his firm along with Scott Little to keep my assets growing with enough yearly distribution s to be retired comfortably. . I'm very greatfull to have the skilled help that Berkshire money mgt provides me for my present and future investment goals. Best regards John Crystal
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 7, 2023
Berkshire has offered excellent customer service to me for many years. Scott Little calls me quarterly to discuss and explain my accounts and what’s currently happening in the market. He has shown such friendship and care to me professionally and personally when I went through the death of my husband. He took such time to explain things that my husband took care of. Scott cares about his clients. He cares that money is invested carefully, and he watches out for his people! I feel secure that my investments are in the best hands with Berkshire and with Scott. Scott is also very quick to respond to any email or phone call. I would highly recommend this company for any investment needs!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 6, 2023
I have been working with Berkshire Money Management for over 15 years. Scott Little has been my advisor. Scott and his staff have always been available to assist with my needs in a professional and caring manner.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 4, 2023
One of the best decisions my parents made was to have Scott Little and Berkshire Money Management manage their financial investments. My father had a complex medical condition, and over the decades Scott helped my parents build their wealth in such a way that allowed my father to remain at home with his disability and to have the best quality of life possible to the end. Scott has also been there for the whole family and his investment in us as clients goes far beyond the numbers.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 4, 2023
Scott Little is a great friend and a no nonsense advisor. He truly cares for your investments. I feel 100% confident that l made the correct choice when l connected with BMM.
He cared enough to make me think twice about going down the wrong path and contained what damage that l would have incurred had l persisted in my then course of action.
You can’t go wrong with Scott (just pay attention and listen to what he advises).
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 3, 2023
Scott Little at Berkshire Money Management goes well above and beyond then just a financial consultant. He has guided me in the right direction and provided valuable information when it’s came time for me to buy a new car and whether or not to take early retirement. I feel he really cares about me and my well being and I consider him a friend of the family.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 29, 2023
We have been supported but the team at Berkshire for...?...20 years or so. Frequent check-ins enable us to stay current with our financial needs and friendly chats give us a sense of what might be happening in the future that have the potential to affect the markets.
We have the upmost confidence in Berkshire and are comforted to know they are looking out for our investments even while we may not be.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 28, 2023
My wife and I have been with Berkshire Money Management for about twenty years and are very happy with their service, advice, and results. Scott Little is our advisor and I don’t think we could want for a better financial partner. Scott is always available for questions and reaches out to us at least quarterly to review the environment and our portfolio. Scott and Berkshire prepared us for retirement, a scary transition to contemplate, but one that has gone quite smoothly. I recommend Berkshire, and Scott, without hesitation.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 28, 2023
I am writing to strongly urge any reader who comes upon this review to consider putting your trust and investment resources to work with Berkshire Money Management.
I have over 22 years of experience with them in good times and bad ( I think I am client #12) and have an annualized performance rate of 9% to show for that time.
I am here because I prefer to make less in good markets while losing considerably less than others in bad markets, have the opportunity to work in a small and intimate environment with people who see clients as family, offer comprehensive financial planning services, trust and estate planning services and college planning at no cost but rather because its the necessary context for holistic investment management.
I and my family and close friends have found a level of peace of mind that I doubt can be found at a Fidelity or Chase , etc. You probably will as well.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 27, 2023
I've been with BMM--and the newsletter by the founder, Allan Harris, before that--all beginning around 25 years ago. When the financial collapse of 2008 led to a huge drop in stock prices, my BMM portfolio's losses were half of that. Since then they have maintained my good status well and I'm now retired with enough money not to have to worry about it. They are good at being careful and not blindly following the crowd. Highly recommended.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 22, 2023
We have been with Berkshire Money Management since 2003 and have never been disappointed. They have guided us through market highs and lows safely and has always been there when we needed them.
Scott Little has been our personal representative and has demonstrated his knowledge and foresight in adjusting to different market conditions and keeps us advised at all times.
We have valued our relationship with Berkshire Money Management for over 20 years with complete confidence regardless of what the market does, and we recommend them highly.
Raymond & Janet Stockwell
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 18, 2023
My father started with Berkshire in the early 2000's but he didn't recommend them to me until 2009. He said anyone can do well when the market is doing well, but they did a great job when the market was down. Now my kids also have accounts with them and they've provide guidance for the grandkids 529 accounts.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 2, 2023
To retirees like me and my wife, we cannot take too much risk with our retirement investments, and yet, we need to take a little risk to beat the inflation .
We have been with Bershire Money Management since 2003,All the money we take out every year to meet our expenses (and to satisfy our annual IRA RMD) has been from our investment gains. In other words, we never have to dig into our capital no matter it is a good or bad year for the stock market. Not only that, the average annual gains exceeds the amount of money we take out every year.
To retirees like us, we cannot ask for better and safe returns that Mr. Allen Harris and his colleagues of Bershire Money Management (BMM) are doing for us. We appreciate their investment skills and knowledge .
My advisor and direct contact from BMM is Mr. Scott Little. We value his knowledge and honesty in educating his clients like us about stock market and the financial world.
His training in investor's psychology really help to address his client's concerns and worries, especially in a down market.
BMM has been managing our money for 20 years. Our confidence in their money management skill only increases with time.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 2, 2023
We have developed a good relationship with the company and with our advisor, Scott Little. They take the time to have regular phone calls with us to answer our questions and give us their outlook on the market and our portfolio. Our portfolio has done well under their management and their fees seem to be in line with other companies. We are very pleased with their service and would highly recommend them.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 27, 2023
My wife and I have been working with Scott Little at Berkshire for 20 years. Scott is extremely knowledgeable, proactive and responsive in meeting all of our financial planning needs. Berkshire has had great results in managing our portfolio over the years and Allen Harris (Bershire owner) sends regular updates about his views on the market and asset allocations. Overall, we highly recommend becoming a client of Scott and Berkshire. Scott has earned our trust over the years and we're sure you will be as satisfied as we are.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 27, 2023
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Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 13, 2023
When clients of our law firm ask us for a recommendation for a financial advisement team, we do not hesitate to refer them to Allen's team. From top to bottom, they are knowledgeable, trustworthy and have continuously provided high level customer service and satisfaction.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Apr 12, 2023
The law office of Martin Hochberg & Cianflone works regularly with the outstanding team of professionals at Berkshire Money Management. Allen’s organization consistently provides quality financial services, including financial planning and access to estate planning. They are extremely responsive and attentive to their clients’ ever-changing needs. We highly recommend BMM !
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jan 29, 2020
   
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: This reviewer has had a prior business relationship with BMM
5 Stars
✅ Wealthtender Certified Advisor Review™
May 9, 2018
Immediate response to questions. Great service and investment performance.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Lauren Beckett (Russo), CEPA, CFP®, CVB, FPQP™
Berkshire Money Management
Your Full-Service Retirement Readiness Partners
Dalton, MA
Nationwide
Zack Marcotte, AIF®, AWMA®, CFP®, CRPC®, MPAS®, RMA®
Berkshire Money Management
Your Full-Service Retirement Readiness Partners
Dalton, MA
Nationwide
Holly Simeone, CES™
Berkshire Money Management
Your Full-Service Retirement Readiness Partners
Great Barrington, MA
Nationwide
Nate Tomkiewicz, CFP®, CRPC®
Berkshire Money Management
Your Full-Service Retirement Readiness Partners
Dalton, MA
Nationwide
Peter Coughlin, CSA®
Berkshire Money Management
Your Full-Service Retirement Readiness Partners
Great Barrington, MA
Nationwide
Scott C. Little, BFA™, CEPS®
Berkshire Money Management
Your Full-Service Retirement Readiness Partners
Dalton, MA
Nationwide