PLANTING SEEDS FOR THE FUTURE
Why Choose Us
In our experience, people who are good stewards of their money are also good stewards of their families. Years of hard work, saving and investing have brought them to a point in life where they can look forward to enjoying the fruits of their labors, and look back on the legacy they've established for future generations. We value your trust by personally serving as the good stewards of your wealth, committed to providing peace of mind, preserving quality of life and honoring your family tree. For in the end, this is what we are all striving for.
Services
Founded on the Time-Honored Values of Sound Investing & Personal Integrity. Trust has to be earned. This is done by strict adherence to the highest standards of professional and personal conduct. Our time and attention are yours. We listen with empathy to go where you are in your thinking and ask the right questions to understand your hopes and the impact of wealth on your life. We hold true to our word, to our values. And we never make assumptions about you or the markets. The investment strategies we devise are firmly grounded on hard data to address your lifetime financial goals and adapt to an evolving economic dynamic.
Our Process
Consistent Practice of Four Basic Pillars.
Simplicity, in our opinion, is underrated, and the fundamental pillars of financial planning still hold true in a complex marketplace.
Pillar 1:
Ample liquidity to prepare for opportunities as well as contingencies.
Pillar 2:
Reliable source of income for managing essential expenses.
Pillar 3:
Investing for the long term, with thinking driven by timely decision-making for the goal of establishing a family legacy.
Pillar 4:
Risk management through detailed analysis of potential risk factors and maintaining presence of mind during periods of short-term market volatility.
About Us
Mike Berry
Principal
A native of Florida, Mike was born and raised in Palm Beach Gardens. After graduating from the University of Notre Dame with a Bachelors of Business Administration degree, Mike returned home to his roots. With 35 years of investment industry experience, he spent the first 10 years with full cost brokerage firms and the next 25 with Fidelity Investments. At Fidelity, Mike worked with wealthy families with all of their financial planning and investment management needs.
Mike takes the time to understand the total picture, assessing today’s needs, but also with a focus on the entire family tree. As life events occur, care and time is needed to slow down, reassess and recalibrate the plan. With an industry filled with jargon and confusion, Mike realizes his responsibility of breaking it all down to straightforward language, transparency and relating everything back to your ecosystem. Where does everything fit. Why is it there. Mike and his wife Marjorie have enjoyed 36 years of marriage and are blessed with 5 children and 2 grandchildren. They enjoy the beautiful outdoor Florida weather, travel and family time.
Office: 561-876-2246
Email: mike@berrywealthmanagement.com
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Our Partner
As a client of Berry Wealth Management, you benefit from our partnership with Independent Financial Partners (IFP). IFP provides us with a wide range of services, including in-house compliance, marketing, technology, and business operations solutions. This allows us to offer you personalized options for serving your individual needs and gives us access to IFP's nationwide network of financial, legal, and insurance experts.
Independent Financial Partners is a broker-dealer and registered investment advisor. Their independent platform empowers firms like ours to deliver better client experiences through freedom of choice and constantly evolving tools. At Berry Wealth Management, we strive to provide you with the best possible financial planning solutions, supported by IFP's expertise and resources.
Aaron Gilman, CFA
Chief Investment Officer, IFP
Aaron Gilman serves as the Chief Investment Officer for Independent Financial Partners and the President of IFP Asset Management. He conducts analytical research and due diligence for all investment types, portfolio analyses and construction, portfolio management, and directs all activities in IFP's asset management group. Mr. Gilman also serves as the head of the IFP Investment Advisory Committee.
Mr. Gilman is an employee of Independent Financial Partners and not affiliated with Berry Wealth Management.
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Pete Nunley, CFA
Director, Asset Management, IFP
Pete Nunley conducts due diligence for investments and also helps manage IFPAM's model portfolios. Additionally, Pete helps financial professional with all investment-related tasks, including researching stocks, ETFs, and mutual funds, constructing portfolios, and building customized investment strategies. Pete also oversees strategy implementation within accounts on Pershing, Schwab, Fidelity, and TD Ameritrade. Pete serves on IFP's Investment Advisory Committee.
Mr. Nunley is an employee of Independent Financial Partners and not affiliated with Berry Wealth Management.
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Derek Wilkes
Chief Compliance Officer, IFP
Derek Wilkes serves as the Chief Compliance Officer for Independent Financial Partners. He is responsible for Compliance, Registration and Supervision. Derek is part of IFP's Executive Management Team and a voting member of the IFP Investment Advisory Committee. He has many years of experience in the industry, previously in trading, operation leadership, as well as supervision for an Independent Brokerage space. He also served as front office management with Merrill Lynch and JP Morgan.
Mr. Wilkes is an employee of Independent Financial Partners and not affiliated with Berry Wealth Management.
FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Begin the Journey Toward Your Financial Legacy Today.
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