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Zack Marcotte Email
Director Financial Planning . Berkshire Money Management
Dalton, MA
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Employees:
24Revenue:
$3.5MAbout
Berkshire Money Management is a full-service financial management firm. Put simply, we are hired by investors like you, to help you make more money with your investments than you might otherwise make on your own, or with another adviser. However, our financial knowledge and expertise are also available to clients on an advisory nature covering broader financial subjects. As a professional investment team, we monitor and manage investment portfolios for individuals. The accounts remain in your name and you maintain control as well as access rights to the accounts. Berkshire Money Management simply has authorization to manage it for you. As a fee-only advisor, we only charge a fee for our services based upon assets under management and billed quarterly. This means that our fee grows as your portfolio grows, closely aligning our interests. We succeed when you do. We are committed to your success. We are devoted to your prosperity. We are Berkshire Money Management and each one of us is here for you, personally. _________________________________________________________________________________________________________________________ General Disclosures Posts may include forward-looking statements. All statements other than statements of historical fact are forward-looking statements (including words such as “believe,†“estimate,†“anticipate,†“may,†“will,†“should,†and “expectâ€). Although we believe that the expectations reflected in such forward-looking statements are reasonable, we can give no assurance that such expectations will prove to be correct. Various factors could cause actual results or performance to differ materially from those discussed in such forward-looking statements. Historical performance is not indicative of future results. The investment return will fluctuate with market conditions. Performance is not indicative of any specific investment or future results. Views regarding the economy, securities markets or other specialized areas, like all predictors of future events, cannot be guaranteed to be accurate and may result in economic loss to the investor. Investment in securities, including mutual funds, involves the risk of loss. Registration with the SEC should not be construed as an endorsement of Advisor’s investment skill or acumen. Investment process, strategies, philosophies, allocations and other parameters are current as of the date indicated and are subject to change without prior notice. This profile is intended to provide general information only and should not be construed as an offer of specifically tailored individualized advice. Advisor is not licensed to provide and does not provide legal or accounting advice to clients. Advice of qualified counsel or accountant should be sought to address any specific situation requiring assistance from such licensed individuals.Berkshire Money Management Address
161 Main StDalton, MA