GAIN Perspective

Wealth management

For more info, see our website: berrydunnwm.com

BerryDunn Wealth Management

"Good wealth management clears out the confusion and builds a sensible plan that creates value."

- Barb Appleby, Principal

The BerryDunn Wealth Management team takes life’s complexities and shapes them into a straightforward and manageable plan.


We help you simplify, organize, and plan your financial future

Our advisors take the time to help you clarify your financial and life goals. We take an objective look at your situation and work with you to craft a personalized financial plan that has the right balance of investments and insurance to help you meet your goals.

When you work with us, you get the personal attention of a boutique group, plus the breadth and resources of BerryDunn, the largest independent accounting firm in northern New England.

Executives. Business Owners. Professionals. Family Offices.

Whether it's dealing with the complexity of aligning business goals with personal financial decisions or managing the fiduciary duties of your company 401k plan, our comprehensive approach will help you make clear well-informed decisions.

Having the right financial advisor on board can make a significant difference in making sure your financial goals are aligned with your business success and let you focus on running your company.

Busy executives and professionals use our help to offload financial concerns to experts whom you can count on to have your back.

Gain clarity and control during life transitions

We know what kinds of financial questions arise at the crossroads of life, such as retirement, job loss, divorce, illness, or the death of a partner. When you’re facing financial or emotional transitions, we build a plan that enables you to gain confidence to live your life free from undue worries about your finances.

BerryDunn Wealth Management, a State-Licensed Investment Advisor, offers independent and objective financial, wealth transfer, estate, and business succession planning, as well as investment advisory and insurance services. We offer a full suite of products and services to meet your needs.

For more information, please visit our BerryDunn Wealth Management website.

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This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, FL, GA, IL, MA, MD, ME, MI, NH, NJ, NM, NY, PA, SC, TX, VA, VT, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org. Investment Advisory Services may be offered through Commonwealth Financial Network, a Registered Investment Adviser, and/or BerryDunn Wealth Management, a State-licensed investment adviser. Investment Advisory Services and fixed insurance products and services offered through BerryDunn Wealth Management are separate and unrelated to Commonwealth.