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Strategic Alliances

At Bera Wealth, we understand that managing your finances is a team sport that requires multiple professionals with various skill sets working together in harmony to support your best interest and goals. Everyone—your accountant, your attorney, and other professionals—must work together cohesively.

You & Bera

We act as the partner who stands by your side, helping you coordinate all the moving parts. We make sure all the right people are at the table, whether that’s one of your existing advisors or one of our trusted partners. We’ve also aligned our practice with Northwestern Mutual as a member of their exclusive Private Client Group, a unique resource for families with complex planning needs. To learn more about our resources, click below.