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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.

Helpful Content

Global vs. International: What’s The Difference?

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

 

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

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

Managing Your Lifestyle

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

Principles of Preserving Wealth

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

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Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Consider These 3 Things Before Driving Off the Lot

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

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

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