We're committed to you
And what's most
important to you
Berthold Capital has become renowned for providing access to impartial, state-of-the-art wealth management services to retirees and high-net-worth individuals. A FIVE STAR WEALTH MANAGER.*
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.
*Based on 10 objective eligibility and evaluation criteria including a minimum of five years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm’s internal review, accepts new clients, client retention rates, client assets administered, number of client households, education, and professional designations. 1,653 Pittsburgh area wealth managers were considered for the award; 227 (14 percent of candidates) were named 2018 Five Star Wealth Managers. (The criteria provided reflect the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year.) These awards are not indicative of the wealth managers’ future performance. Your experience may vary. For more information please visit www.fivestarprofessional.com.