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Berton I. Goldstein Wealth Management Services

Dedicated to our clients - Committed to their future

For more than 25 years, we have helped our clients grow their businesses, manage their taxes, and achieve financial security. 

Our Mission

Integrating tax expertise and financial services gives us unique insight into your financial world and allows us to provide a coordinated approach that simplifies your life. We believe success is best measured not just by your financial health, but by how confident you are about your financial future. You can feel confident that we will offer investment guidance and support that’s tailored to your specific situation.

We are dedicated to helping you achieve your financial goals over the long term. We know that your financial situation will continue to change as your individual circumstances change. 

Our Approach

  • Helpful, easy-to-understand guidance regarding your financial situation
  • Detailed interview process to understand your financial goals and current financial situation
  • Guided, customized selection of the appropriate financial services
  • Periodic review of your current investment needs
  • Consideration of your evolving needs due to life changes
    • retirement
    • birth of a child
    • paying for college
    • change of employment
  • Planning for your secure future
  • Planning for the future of your loved ones
  • Planning and coverage for expected and unexpected life events
  • Allowing you to feel confident about your financial future

Please do yourself a favor and call us or fill out our contact form to receive a complimentary consultation.

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Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

The Business Cycle

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Estimating the Cost of College

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The Financial Literacy Crisis

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Safeguard Your Digital Estate

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Charitable Giving: Smart from the Heart

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