Welcome to Berenz Wealth Management, LLC.
Berenz Wealth Management, LLC (BWM) was founded by Brian Berenz in December 2006. BWM was founded on the idea that individuals and small businesses deserved the technology, expertise, and portfolio management services that large firms can provide but with a personalized one on one approach. We are committed to helping our clients make well informed financial and tax decisions every day.
Berenz Wealth Management Portal - This personalized web portal captures your complete financial picture in an easy to navigate dashboard. In a glance, you will be able to see in real time all your accounts both managed by BWM and those that are not managed by BWM, such as your 401K or bank CD. In addition, you can add your real estate, bank accounts, and other assets and liabilities. The portal allows a place for you to store your financial plan, will, taxes, etc. It really does take one’s complex financial picture and make it simple. Click on the screen image to watch a video on how the portal works for our clients.