Wealth Bridge Group

The financial services industry has turned a blind eye to families and professionals who do not have six-figure investment accounts for their advisors to manage. At Berknell, we realize the value of having a partner alongside you no matter what stages of your financial journey that
you’re in.

To do this, we believe that our subscription service, Wealth Bridge™, is the answer. Berknell Financial Group is proud to offer three tiers of a monthly subscription relationship tailored to the planning and investment needs of young professionals and families that are often overlooked.

Bronze

$ 3,600
/ YR
  • Unlimited access to a credible Berknell investment adviser representative;
  • A comprehensive financial plan which includes savings analysis, debt management, retirement planning projections, and other financial needs;
  • Investment management of non-employer sponsored accounts (i.e IRAs, joint investment accounts, trusts, etc.);
  • Annual in-person, video or phone review;
  • Ongoing communication throughout the the year including semi-annual check-ins; and

Silver

$ 4,800
/ YR
  • All of the services provided in the Bronze Plan;
  • Additional support when life changes occur.
  • Full year tax planning and tax preparation;
  • Quarterly check-ins.
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Gold

$ 6,000
/ YR
  • All of the services provided in the Bronze Plan & Silver Plan;
  • Estate Plan formation (including the creation of trusts, wills, advanced medical directives, general transfer, and more)
  • An Annual Estate Review
  • Monthly accountability calls
A Message From Your Advisor
Our three distinct client groups allow us to serve a diverse base of clients along the age and asset spectrum.

Pay Me In Equity: A Millennial Guide to Understanding Equity Compensation | Part I: Pay Me In Equity

Part I discusses different types of equity and why it is important for tech professionals.

We’ve been fooled: equity is far more than we think it is. Pay Me In Equity, segmented in four parts, educates the under forty professional on understanding the details of the employer-sponsored plans while offering advice to anyone who seeks to design their wealth through growing their “personal equity.

Let's Discuss Your Financial Goals

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About us

We’ve worked hard to build the culture we have today, and every new member or preferred partner who joins us offers our clients even more value through their shared values, priorities and vision.