Berenz Wealth Management, LLC (BWM) is a Registered Investment Advisor (RIA).
A RIA is an advisor or firm engaged in the investment advisory business and registered either with the Securities and Exchange Commission (SEC) or state securities authorities. Berenz Wealth Management, LLC is registered with the state of CO. As a RIA we have a fiduciary duty to our clients, which means that I have a fundamental obligation to provide suitable investment advice and always act in the clients’ best interests. I do not sell proprietary products, pay for investment referrals, or have a sales agenda.
Services include:
Investment Advice
Portfolio Management
Financial Consulting
Retirement Planning
Education Planning
Berenz Wealth Management (BWM) RIA services do not include Tax Services. Tax Services are offered thru Berenz Tax, Inc. BWM does not offer legal advice.