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Helping families realize and connect their financial capacity to their daily lives.

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WELCOME

Bera Wealth Advisors tailors each client financial plan to effectively organize and manage wealth and educate individuals and families on decision making for their best balance of spending and saving. We engage with our clients to create a proactive plan for cash flow management, investments, risk management, and planning for education, retirement, and legacy. Bera Wealth Advisors puts clients in command of their future with objectivity, analysis, and expertise.

AWARDS AND RECOGNITION

Bera Wealth is being rewarded by Forbes for Best-In-State Wealth Management Teams for 2025, which includes the Partners: Heath Johnson, Chrys Kanos, Spencer Schulz and Evan Hammond as well as their teams.

The Post and Courier Charleston's Choice Winner 2024
Best of Charleston 2023
Best of Charleston 2022
Charleston's Choice Winner 2023
Million Dollar Round Table Member

Forbes Best-In-State Wealth Management Teams (January 2025), Research & ranking provided by SHOOK ® Research, LLC – Based upon data as of 03/31/24. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.