Carol Berger (BS, CFP®)

Carol Berger focuses in the
following client markets or areas of practice:

AUM

Baby Boomers

Investment Advice with Ongoing Management

Middle Income Client Needs

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Berger Wealth Management, LLC, is a registered investment advisor in the state of Georgia. I serve Peachtree City and the surrounding Atlanta area. I established Berger Wealth Management with two things in mind – to provide objective, unbiased advice and to form long-lasting relationships with my clients. I believe financial planning can benefit many individuals and couples - not just the high net worth clients.

I offer the following services - Wealth Management and Investment Management. Please visit my website, Berger Wealth Management, for more information and to request an initial consultation at no cost.

Everyone's lifestyle, goals, and needs are unique and I can 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.

Additional Information

Prior to establishing Berger Wealth Management, I was with a fee-only firm in Atlanta for 5 1/2 years. While there, I gained valuable experience both as Support Advisor for the owner’s clients (approximately 85 clients) and as Relationship Manager for my own clients. The services that I provided clients included Retirement Planning, Tax Planning, Insurance Planning, and Estate Planning. In addition, I specialized in Portfolio Management and Asset Allocation and was also the Trade Desk Manager for the firm.