Eric Bertz, CRPC™

Private Wealth Advisor

My passion for being an entrepreneur started in college. I wanted to be a business owner, working with individuals and businesses rather than working for a large company.  After 2 years of corporate accounting with Boston based Fidelity Investments, this experience further confirmed my desire to build my own future.

I created our One Source Wealth Management approach to provide what I felt was missing from the current financial services landscape.  Specifically, overall financial coordination of your personal and business life. We started in 1986, providing comprehensive financial advice to business owners, professionals, and retirees. 

We are your advocates, dedicated to helping you visualize what financial success looks like to you. Identify and prioritize milestones, develop a plan for an ongoing review process to achieve the best outcome possible for your situation.

Our process brings together personal financial planning, including investments, estate planning strategies, and insurance. 

Like many of you, I am a business owner facing similar challenges regarding taxes, the cost of employee benefits, retention of our top employees and succession planning. We ask hard questions, and don’t settle for easy answers. Without a professional advisor to oversee all the moving pieces of your personal and business financial life, the complexity created by your success may cause you to miss growth opportunities or even lose some of your hard-earned money.  We can help make sure all your assets and most important financial objectives are working together in harmony for the people you care about most.  

I am a graduate of the University of Connecticut, School of Business Management & Finance.

Outside of work, I am a passionate musician, writing songs and playing guitar since childhood. Together with my wife Theresa, we are adventurous travelers who enjoy hiking, biking, and skiing throughout North America and Canada, and international cooking classes with our two children, Wyatt & Tamsen.

 Credentials and accomplishments

  • Series 7, 6, 66,63 & 22
  • Life, accident & health insurance licenses
  • Earned the Chartered Retirement Planning Counselor (CRPC) professional designation from the College for Financial Planning. This designation is recognized as the industry benchmark for retirement planning credentials  
  • Distinguished Lincoln Financial Advisors company recognition includes Chairman’s Council, Premier Partner and Presidents Club. These company distinctions represent the highest level of professionalism and dedication to our client’s success.    

The Chairman’s Council represents the top one percent of financial planners affiliated with Lincoln Financial Advisors.

Lincoln's Premier Partners Program is an internal designation based in part on assets under management, sales and compliance criteria.  

President's Club is an internal award that is based on sales as well as good standing with the firm and FINRA.

Phone 617.728.7434