Berger Wealth Management
Berger Wealth Management, LLC, is a registered investment advisor in the state of Georgia. Carol C. Berger, the fee-only firm’s founder and sole owner, provides comprehensive financial planning and investment management services to individuals and couples – both traditional and non-traditional. The firm also manages trusts and can provide investment management services to non-profit organizations.
Carol serves Peachtree City and the surrounding Atlanta area. She established Berger Wealth Management with two things in mind – to provide objective, unbiased advice and to establish long-lasting relationships with her clients. She believes that financial planning can benefit many individuals and couples - not just the high net worth clients. Carol chose to be a solo practitioner so that she could be affordable and accessible to her clients.
Everyone's lifestyle, goals, and needs are unique and Carol will work with you to design a plan that is tailored to you. A financial plan isn't just about investing and growing your wealth, but protecting and preserving that wealth so that you can achieve your goals.
Carol is a Certified Financial Planner™ professional. The designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board's Standards of Professional Conduct, which are rigorously enforced.