Our History

It all began in 1965, when our founder, Jeffrey Berg graduated from college and went into the life insurance business. Over time he expanded that business to include securities, retirement planning and wealth management.

The world and the firm have changed radically over the years, but one thing that hasn’t changed is our philosophy of doing business. We keep our focus on putting the needs of our clients first and then everything else falls into place.

We take plenty of time at the beginning of the relationship to make sure there is a good fit. It’s critical that you feel confident in our ability to understand what is most important to you and what goals you’d like to achieve. And we need to make sure that our philosophy of prudent, long-term planning to help you get there.

We know that although the firm will continue to grow and adapt to new technology and information, the focus we place on developing strong client relationships will never change.