Berry Wealth Group

Berry Wealth Group provides wealth management, portfolio management, retirement-account advice, and financial planning to individuals, high net worth clients, trusts, estates, charitable organizations and businesses; the firm reports $274,507,209 in assets under management across 332 clients and is supported by two advisors. Services include customized investment management implemented through internal models and use of unaffiliated independent managers when appropriate.

The firm’s investment process relies on internally developed portfolios that primarily use low-cost, diversified mutual funds and ETFs, as well as individual stocks and bonds, and employs both fundamental and technical analysis on a primarily long-term horizon while permitting shorter-term trading when client objectives or market conditions warrant. Berry Wealth Group provides both discretionary and non-discretionary management, with the brochure disclosing $69,502,272 managed discretionary and $205,004,937 on a non-discretionary basis, and generally requires a minimum relationship size of $500,000 (which may be waived).

A few features noted in the firm’s disclosures are less common among peers: its materials include advertised third‑party ratings, it maintains an institutional relationship with Raymond James from which it receives economic benefits, and several advisory personnel are licensed insurance professionals who may receive commission-based compensation separate from advisory fees — all of which the firm discloses as potential conflicts of interest.