General Info

The Berkley Group is an Australian-owned wealth management organization. The company specializes in developing long-term relationships to provide for the financial requirements of high-net-worth individuals and enterprises. The company is a principal member of the Financial Planning Association. The Berkley Group, which maintains a location in Jericho, N.Y., has more than $2 billion under advice. Its services involve long-term financial planning and investment advice that cater to the requirements and objectives of each of life s stages. Services offered include savings and investment strategies, strategic and technical advice, wealth creation, investment portfolio management, taxation management, and estate and succession planning.