Berry Wealth Strategies, LLC

Berry Wealth Strategies, LLC is a finance institution located at 519 Leesville Road in Lynchburg, Virginia, United States. Specializing in comprehensive financial planning and investment management for business owners and successful professionals, we are dedicated to helping our clients take genuine ownership of their financial journey.

At Berry Wealth Strategies, we believe in a hands-on, holistic approach to financial planning. We understand that financial planning is not a one-size-fits-all process and that it should evolve with you as you grow. Our goal is to guide you through every phase of your financial journey, helping you set and achieve your goals while protecting and sustaining your assets.

Our services include affordable, voluntary benefits programs for businesses, as well as comprehensive financial planning and investment management. We work closely with our clients to understand their hopes, dreams, and financial concerns, and then tailor a custom plan with actionable steps to help them achieve financial success.

Benjamin M. Berry, our licensed agent, offers insurance products through New York Life Insurance Company and securities products and services through NYLIFE Securities LLC. He is also a Financial Advisor offering investment advisory and financial planning services through Eagle Strategies LLC. We are committed to providing our clients with the tools and guidance they need to become the drivers of their financial future.

If you are ready to take ownership of your financial journey, contact Berry Wealth Strategies, LLC today. Benjamin M. Berry is licensed to conduct insurance and securities business in VA, PA, NC, and MI. Our institution is not owned or operated by Eagle Strategies LLC or its affiliates.