Services tailored to your individual needs
Your financial needs and goals are as individual as you are. To help you meet them, Berger Lewis offers services tailored for you. We also partner with your investment advisors and other professionals to ensure all key players work in concert. Whether your financial goal is growth, wealth management or allocation, we’ll help you achieve it with a customized solution.
Estates and Trusts
The focus in estate planning is on wealth management and transfer. The Berger Lewis Estates and Trusts team will guide you through each step of the process of planning, implementation and management of the best program to meet your needs.
Tax Planning and Returns
Today’s state and federal tax laws and regulations are more complex and time consuming than ever. Our tax professionals can help you minimize tax consequences and maximize tax benefits.
International Tax Planning
If you have income or investments outside of the United States, with proper and careful planning, you can optimize the tax obligation on your individual income.
Stock Option Planning
We help clients understand the variety of option plans, how options are taxed, option exercise strategies and alternatives.