Berkshire Money Management Puts Down Roots in Northern Berkshires

WILLIAMSTOWN — Berkshire Money Management (BMM), a fixture in the Central and Southern Berkshires, will open a new office at 136 Water St. in Williamstown later this year to better serve clients and neighbors in the Northern Berkshires and Southern Vermont.

The move expands BMM’s physical presence across Berkshire County — with offices now in Dalton, Great Barrington, and Williamstown — so clients can meet with their advisors close to home, wherever they live. The Water Street location, just around the corner from Spring Street and the Williams College campus, brings the firm’s financial planning expertise to the heart of Williamstown’s business district.

Advisors will begin meeting clients in Williamstown by appointment later this year, with a grand opening planned for early 2026.

The building is owned by BMM co-founder and Chief Engagement Officer Stacey Carver, who purchased the property earlier this year, a personal investment that reflects both her and the firm’s long-term commitment to the region.

“The property is in great shape,” Carver said. “We’re making a few cosmetic updates, including new flooring and fresh furniture, but we’re nearly ready to welcome clients. We’re excited to become part of everyday life in Williamstown.”

Allen Harris, founder and CEO of Berkshire Money Management, said the new office represents the firm’s ongoing effort to stay close to the people it serves.

“BMM has always strived to meet people where they are — what are the challenges their family is facing? What goals can we help them reach?” Harris explained. “Investing in Williamstown lets us literally meet our clients and neighbors where they are, right in their own community.

“I see this less as a business expansion and more of a commitment,” he continued. “We’re committed to all of Berkshire County, from Sheffield to Clarksburg, and now our physical footprint will reflect that.”

The Williamstown office will be the home base of Financial Advisor Brendan Bullett, who joined BMM earlier this fall. Bullett was born and raised in North Adams and has nearly two decades of experience helping employees of Williams College, North Adams Regional Hospital, Berkshire Health Systems, and other local organizations make the transition from saving for retirement to retiring with confidence. He will be joined by a full-time office support specialist.

The BMM team isn’t waiting for a grand opening to become a part of the community. The firm recently joined the Williamstown Chamber of Commerce and is actively seeking ways to support local organizations and causes through sponsorships and community partnerships. Groups in the Northern Berkshires interested in sponsorship support can reach out to [email protected] for more information.

“We may not be officially open just yet, but we’re very happy to be here,” Carver said. “If you see us on Water Street or around town, I hope you’ll say hello.”