Bera Highlights

March 2021

Introducing Bera Wealth Advisors

We are so excited to announce that we have formed a partnership under the new entity, Bera Wealth Advisors. As always, our goal is to offer an exclusive and comprehensive approach as your advisors combining the strength of Northwestern Mutual with the specialized expertise of a boutique firm. Most of our clients are self-made, sociable people with a need for personalized planning from those who appreciate how hard you have worked. We strive to bring that level of service and our move to create Bera gives us more tools to deliver on that. Thank you to all our clients, business leaders, friends and mentors who have encouraged us throughout this process. We are both committed to continue to improve and operate as a family focused office and the best possible source of advice.

Team photo