BERKELEY Wealth Information

We at Berkeley Wealth Professionals, LLC specialize in working with business owners and executives and also have a unique niche in the medical and technology fields as well as the federal employee market. We have the financial management experience to direct you towards reaching your desired objectives. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs through a solutions-based approach including investments, insurance, private equity and real estate... that's the benefit of an independent perspective. The principals and managing partners of Berkeley Wealth have, over the last 25 years, worked for banks, insurance companies and brokerage firms. Our private, independent wealth management firm is uniquely positioned to deliver unbiased advice and exceptional solutions to our business owner and executive clientele. Armed with the knowledge they had gained over 20 years in the financial services business, John Rissanen and David Hedges started their own independent, private practice in late 2001.