Roger E. Berry Email & Phone Number

I help successful individuals and families connect their wealth to their lives in ways that are smart, efficient, and personally meaningful. My special area of focus is preparing business owners and entrepreneurs before and after a meaningful liquidity event.  I believe that wealth management is part art and part science. My team and I strive to do both parts exceptionally well. I am privileged to work with a select group of ultra-high-net-worth families. Typically, clients come to me when their financial affairs have taken on an unanticipated scale and complexity. Many have existing financial relationships but recognize the value of an outside perspective to present them with new ideas, evaluate their current investment allocations and fees, and offer ways to optimize their situation. Our clientele is limited by design. Our work is intensive-in its research, analytics, and service. We take on the "spade work" to uncover needless expense, inefficiency, and drag across multiple aspects of your wealth, so that your financial life can operate more efficiently. We also expend significant time to connect your overall wealth strategy with your estate plan, tax situation and family dynamics and goals. We recognize that "wealth" encompasses a lot more than your balance sheet. We help you pursue positive outcomes for yourself and your family members, sharing the best practices of peer families and enlarging your professional network. We also strive to help you avoid the pitfalls that can accompany substantial wealth. My background allows me to provide a distinctive perspective. I earned my undergraduate degree in Accounting and my graduate degree at Trinity Seminary. I have three decades of experience in finance and wealth management and derive great satisfaction from helping people. I believe these aspects of my life confer a measurable advantage to the families I serve.

Listed skills include Investments, Advisory, Services, Investment Management, and 1 others.