Bera Highlights

May 2021

How Bera Wealth Advisors Supports First Tee of Greater Charleston

First Tee is a youth development organization introducing the game of golf and its inherent values to kids and teens throughout Charleston, Berkeley and Dorchester Counties. Through after-school and in-school programs, they help shape the lives of young people from all walks of life by reinforcing values like integrity, respect, and perseverance through the game of golf.

Recently, the Bera team completed the 100 Hole Hike Challenge through the First Tee to work towards breaking down barriers to make the game more accessible to all kids. Over $125k was raised for the challenge and that number is still growing!

“We are glad that through our volunteering and fundraising efforts, we are able to help shape the lives of young people.” - Chrys Kanos.

Kanos is a Board Member of the Young Ambassadors Council (YAC), which launched in 2013. The YAC is a network of young professionals dedicated to The First Tee of Greater Charleston’s (TFTGC) mission. YAC members are engaged in addressing issues of critical importance to TFTGC, as well as contributing to the growth and development of the organization. The YAC supports TFTGC through fundraising, awareness, and volunteer efforts to diversify the organization’s reach to the local community and its young people.

Beginning in 1997, First Tee aimed to use the game of golf and the values it provides to teach children across the globe essential life skills. Since then, First Tee has used the sport to reach millions of kids in all 50 states and internationally. Reaching 5.3 million young people in 2016, their impacts have only continued to grow! What began as a way to introduce golf into communities that traditionally did not have access to the sport, slowly became a catalyst for instilling the importance of honesty, responsibility, and confidence. First Tee quickly discovered that by blending the rules of the game with life and leadership skills, kids and teens weren’t just learning to putt - they were building character and learning important values.

Community engagement photo

April 2021

How Bera Wealth Advisors Supports Be A Mentor Charleston

Be A Mentor is a Lowcountry non-profit organization. Their mission is to enable youth to develop positive relationships with caring adults through mentorship to empower them to reach their full potential. Be A Mentor focuses on children growing up in low-income neighborhoods where high levels of unemployment, crime, and violence are prevalent.

Their vision is to ensure that all Lowcountry youth have the character, confidence, and leadership skills to be successful in pursuing their dreams. The organization’s core values align directly with Bera’s: we both value honesty, authenticity, respect, and transparency.

In April of 2021, Bera Wealth Advisors partnered with David Aylor Law Offices and Be A Mentor for a book signing by author Chris Singleton for his new publication, Your Life Matters, an empowering book geared toward black youth. We were able to meet and learn from this inspiring author who lost his mother in the 2015 Emanuel AME Church shooting. His book is filled with famous heroes from black history that encourage kids to use their minds, hearts, voices, and hands in their fight for the life they dream of. Together, Bera Wealth and David Aylor purchased 50 books to give away to the many excited fans that attended. We were thrilled with the funds that were raised to support Be A Mentor.

“We are passionate about supporting the Charleston community and doing our part to make it one of the best places to live in America. It enriches our lives, makes deeper connections within our community, and connects us to inspiring people with courageous and powerful ideas impacting and improving our neighbors’ lives.” - Heath Johnson

Being a mentor to young children guarantees them that there is someone who cares about them, assures them that they are not alone when dealing with daily challenges, and makes them feel appreciated. Research shows that the quality of a mentor’s relationship has a powerful, positive effect on the child in personal, academic, and professional situations. Be a Mentor targets children “on the brink of success” to help bright students succeed. To learn more about how Bera Wealth Advisors supports the community, visit: http://www.berawealth.com/Community.13.htm.

Community engagement photo

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