Welcome to Berardinelli Group
Our team provides common sense financial guidance and expertise all the while utilizing a highly personal approach. Simply put, our mandate is to ensure you and your family will never have to worry about your financial future. We do this through the use of our extensive network of tax, retirement and estate planning experts both at the regional and national level.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 29 years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Investment planning
Having the right financial plan is critical to helping achieve your goals, and a personalized and detailed investment strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm or geography. That’s why we construct diversified portfolios managed by leading asset managers from around the world and comprised of a wide variety of asset classes. Your portfolio is constantly monitored to ensure it is always aligned with your wealth preservation, growth and income priorities.
What our clients say
Gary helped me to successfully manage my money in both the short and long term. He is hard working and thoughtful. I typically consult with Gary before making any major financial decisions. It is my personal opinion that Gary is one of the most professional advisors in his industry and one of the most trustworthy.
Tassos Grammatikopoulos Ph.D, P.Geo.
We have found Gary to be a calm, professional, and a confidence-building financial planner. His recommendations are tailored to the needs of the individual client. We are happy with Gary as our financial planner.
Robert & Mary Sue Gibson
After working with other financial institutions for over 20 years, I switched over to Gary at IG Wealth Management. He has been managing my financial portfolio for a number of years now, as well as other family members for much longer. What made me switch? I liked Gary from the first day I met him. He shows a personal interest, he is accessible and approachable, listens to your concerns and goals and is never pushy in his approach. Gary is professional, knowledgeable, and very helpful. These are the main reasons why I recommend him to all my friends and business contacts.
Johanna Waigel