The Berry Machnowski Team

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Investments | Planning | Advice

Sarah Berry and Michael Machnowski, Partners at The Berry Group, have merged their business into Moneta, providing large-scale resources while also still maintaining their small-firm attention for clients.

The Berry Machnowski Team of Moneta does not measure financial success in days or weeks, nor do they define their clients by the assets they manage for them. Instead, the perspective on planning addresses a broad range of client considerations that extend well beyond investing. From early discussions and fact-gathering sessions, to careful planning and ongoing analysis, the Berry Machnowski team provides comprehensive financial advice, tailored investment management and the knowledge and tools to empower clients. 

Comprehensive & Personalized Planning

Financial planning is a life-long process that must diligently accommodate the inevitable fluidity of one’s life.

Whether you’re five years away from retirement or 25, we’ll help guide you through the steps necessary to secure enough assets for your optimal retirement lifestyle. We develop financial plans tailored to your situation, estate planning needs and personal goals. We concentrate a tremendous amount of time on managing each chapter of your financial life to follow that plan.  Whether you are in the stages of asset accumulation, capital preservation or wealth transfer, our planning process will guide you through each phase, while keeping you in the driver’s seat. We spend as much time as needed to help you understand your options. We help you navigate through the often confusing and ever-changing rules and regulations and other outside forces that impact your plan. 

Identify Short- and Long-Term Objectives

As objectives and market conditions change, we’ll adjust our approach according to the strategy we build together.

Determine Your Optimal Risk Tolerance

We’ll help you determine the level of risk appropriate for you and your goals.

Follow a Timeline That’s Right For You

We will design a strategy that aligns with your desired timeline.  

Aligned Values = Trust

We have been in this business for over 35 years and have loyal clients because we operate in an environment of respect, integrity and trust. We know that money is a highly personal matter and do not take our responsibility to you lightly. We operate with shared values, priorities and vision to ensure every team member is aligned with your best interest.

Team Approach

Our team approach allows each individual team member to address specific aspects of the investment and retirement planning process. In addition, we are backed by Moneta’s team of nearly 100 support persons and specialists to provide the best service possible, and ensure our focus is on your investment plans.

Investment Management

We utilize an investment strategy that melds passive portfolio management and strategic asset allocation.

After evaluating your current financial situation, we’ll identify the income sources and opportunities that are most advantageous for you as you prepare for your life beyond employment. While asset allocation alone cannot eliminate the risk of fluctuating prices and uncertain returns, our particular program helps to ensure that your portfolio is efficiently allocated, striving to achieve the maximum return for your own risk tolerance in a variety of market environments. We constantly review portfolios, update clients on their allocation, returns and how they’re shaping up to help you achieve the kind of returns that support your life goals.

Review

Reviewing your investment strategy and ensuring you’re allocating your wealth to the investments that best align with your objectives.

Optimize

Optimizing your spending habits so you continuously make decisions that benefit your broader financial picture.

Identify

Identifying potential income streams and ways you can continue to contribute to your nest egg while still securing the basic necessities.

Transparent, Fee-Only Advisors

There’s a lot of technical jargon in this industry, and we are committed to cutting through the vagueness and industry speak for you.

The way in which your financial professional is compensated can make all the difference in the recommendations they make for you. Some receive commissions on various financial products recommended. Some receive both a commission and a fee, sometimes by transaction, which can incentivize frequent trading. We are committed to the third model, a fee-only structure. That’s it.

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