The Berry Group Offers Financial Planning and Investment Management Services to Individuals, Families and Institutions

We're in the news again! This time a publication called Private Banker Institutional recaps how The Berry Group principals and staff will continue serving clients but now as an independently owned and operated business. We will continue offering financial planning and investment management services to individuals, families, and institutions. As and SEC Registered Investment Adviser, we can help clients realize each financial goal with the same distinctive approach in which it was imagined. As independent fiduciary advisors, we will continue on long history of putting our clients’ well-being first and foremost. We feel this evolution of our business allows us to best serve our clients today and we look forward to serving our clients across the country and the entire Worcester community as an independent wealth management firm.