Berkowitz Wealth Management is a Tarrytown-based financial services firm specializing in comprehensive wealth planning and investment management. Catering to individuals, families, and businesses, the firm provides tailored financial strategies designed to help clients build and preserve wealth over time. As a fiduciary and independent financial advisor, Berkowitz Wealth Management places client interests first and delivers objective advice without the influence of product sales or commissions.

Their services include retirement planning, investment portfolio design, tax-efficient strategies, and estate planning support, all aimed at helping clients achieve long-term financial goals with confidence. The firm is particularly skilled at guiding clients through life transitions, such as retirement or business succession. With a focus on education and transparency, they emphasize client empowerment through financial literacy and regular communication.

Berkowitz Wealth Management maintains a strong presence in the Westchester County community and upholds values of trust, personalized service, and dedication to financial well-being.

Website: http://www.westchesterfa.com/

Key Services:

– Investment portfolio management
– Retirement planning and income strategies
– Tax-efficient financial planning
– Estate and legacy planning
– Financial planning for life transitions
– Business owner financial consulting
– Risk management and insurance analysis
– Fiduciary advisory services