Page 7 - BusinessWest 2023 Book of Lists
P. 7

  The Center for Women, Wellness and WealthSM
Provides Comprehensive Expertise to Build a Future Enriched with Financial Stability, Balance, and Growth
The Center for Women, Wellness and Wealth encourages active participation in financial decision making and provides women with the education, tools and solutions key to achieving long-term financial wellness.
The Center helps women understand their personal finances, feel more confident about money, and develop an active working plan to ensure a promising future.
Our team of advisors have exceptional expertise in managing investments and will customize portfolios that align with your
 unique objectives, values, and risk tolerance. Our planning solutions examine the entirety of your personal financial situation with the goal of improving your overall wellness.
           Holistic financial management including investment, retirement and gifting strategies and long-term planning will be met with innovation, personal guidance and
education to help women succeed.
Start your wellness journey today.
Please contact:
Holly Kresiak at 413.523.7922
First Vice President, Wealth Advisor
     Banking products are provided by Berkshire Bank: Member FDIC. The Center for Women, Wellness and Wealth is a Berkshire Bank initiative that will offer client-focused events on wellness and financial planning, and will partner with community organizations and specialized experts to build greater financial stability and opportunity for women and their communities.
Investment products are NOT FDIC-INSURED, are NOT A BANK DEPOSIT, NOT GUARANTEED BY THE BANK, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY and MAY LOSE VALUE.
Center for Women, Wellness & Wealth
Inspired by Berkshire Bank
SM
   

















































































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