Wealthscape
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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.

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Kestra Account Access&#160;<br/>

Kestra Account Access 

Wealthscape

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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Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.
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Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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Speak with a Professional

Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to match you with the right financial professional for your background and requirements.

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