Peter Coughlin, CSA®
Your Full-Service Retirement Readiness Partners
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Berkshire Money Management
Peter Coughlin, CSA®
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Advisor
Great Barrington, MA
Serving Clients Nationwide
Your Full-Service Retirement Readiness Partners
Areas of Focus
- Education Funding
- Estate Planning
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Me
Peter Coughlin works with people from all walks of life who have either retired or are about to retire to protect and grow their wealth. He serves as a guide to help them make some of life’s most significant decisions including, “When can I retire?” or, “How can I protect my family if something happens to me?”As a Certified Senior Advisor®, he helps older adults prepare for and navigate the changing needs of their later years. Many of his clients own a business or are doctors, nurses, lawyers, CPAs, or engineers.
With more than 30 years of experience in the wealth management field, Peter is as energized as ever to help others and says, “To see the relief on a client’s face when they realize they can retire or that their family will be okay never gets old.”
Peter was born and raised in Pittsfield, where he raised 4 kids and continues to live with his wife, Sheila. On weekends, Peter can be found cycling, or hiking the Appalachian Trail. He has volunteered for numerous local initiatives, coached youth soccer and basketball, and is a former Big Brother.
Professional Designations
- Certified Senior Advisor (CSA)
Primary Location
72 Stockbridge Road, Great Barrington, MA
Additional Locations
📍 161 Main Street, Dalton, MA 01226
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a 15 minute "get to know us" call. During this brief call, I will listen as you share your financial goals and challenges. You can ask me any questions you’d like. It’s a no-obligation opportunity for us both to decide whether our team will be a good financial partner for you. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
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.
Education
BA, Communication and Media Studies, Pepperdine University
Hobbies and Interests
- Cycling
- Family
- Hiking
- Volunteering
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
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
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™
April 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™
April 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™
April 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™
April 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™
April 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™
April 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™
April 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™
April 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™
April 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™
April 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™
April 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™
March 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™
March 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™
July 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.
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