Berthold Capital has become renowned for providing access to impartial, state-of-the-art wealth management services to retirees and high-net-worth individuals.
No matter what your level of wealth, working with Berthold Capital can help you to pursue your financial goals. Together, we'll go through a comprehensive process for managing your financial life and for creating a long-term plan customized to your needs.
Awards
2023 Five Star Wealth Manager
July 2023 issue of Pittsburgh Magazine
2013, 2015–2019, 2021–2023 Five Star Wealth Manager Awards, created by Five Star Professional. The 2023 award was presented in June 2023 based on data gathered within 12 months preceding the issue date. 1,818 Pittsburgh-area advisors were considered and 233 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of the advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, ME, MO, MT, NC, NE, NY, OH, PA, SC, TX, VA, WA. 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. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
Securities and Advisory Services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Advisor.
If you cannot reach the office, please call Commonwealth Financial Network Services Center directly at 1.800.251.0080, press 2, and provide them with the advisor name on your account. This email, including attachments, is intended for the exclusive use of the addressee and may contain proprietary, confidential, or privileged information. If you are not the intended recipient, any dissemination, use, distribution, or copying is strictly prohibited. If you have received this e-mail in error, please notify me via return e-mail, permanently delete the original message, and destroy all copies. The information contained herein is based upon sources believed to be true and accurate, but no guarantee is made to the completeness and accuracy of this information. Please consult statements provided by individual custodians or product sponsors for complete information. Past performance is not indicative of future results.
