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Berthold Capital, LLC

Berthold Capital has become renowned for providing access to impartial, state-of-the-art wealth management services to retirees and high-net-worth individuals.

Work with a Team You Can Trust

Work with a Team You Can Trust

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.

2025 5-Star Financial Planners, created by InvestmentNews, presented in April 2025 based on data collected during the previous year. Not indicative of firm’s future performance. Your experience may vary. Click here for more award information: https://tinyurl.com/5x8xxx8y

Awards

2024 Five Star Wealth Manager
July 2024 issue of Pittsburgh Magazine

2013, 2015 - 2019, 2021-2024 Five Star Wealth Manager Award, created by Five Star Professional. The 2024 award was presented in 06/2024 based on data gathered within 12 months preceding the issue date. 1,854 advisors were considered, 231advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit https://www.fivestarprofessional.com.

2024 Five Star Wealth Manager - Timothy O'Neill

Financial Services Institute, Voice of Independent Financial Services Firms and Independent Financial Advisors      

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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.

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