BERKSON ASSET MANAGEMENT

Berkson Asset Management is an independent financial advisor firm based in Los Angeles. We are a fee-only Registered Investment Advisor (RIA) - we do not receive commissions on product sales, and our financial planners always place your needs first. We specialize in helping individuals and families with high net worth, executives, widows and widowers, charitable entities, private foundations and small-business owners... A natural extension of our well regarded CPA firm, Berkson Asset Management, Inc. is a sought after independent financial services firm trusted by colleagues and clients for our integrity, innovation and consistently superior service... At Berkson Asset Management, our mission is to provide the highest level of personalized financial guidance, together with a broad range of fee-based financial planning services to a growing roster of clients.

Also known as: Berkson Asset Management, Inc.

Primary location: Woodland Hills United States