Eric Bertz, CRPC™

Private Wealth Advisor

Eric G. Bertz created One Source Wealth Management to provide what is missing from your current financial situation – overall coordination.  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.  Eric wants to help you make sure all your assets and most important financial objectives are working together in harmony.

Advising clients for over 30 years, our practice specializes in bringing together both the financial strategies and the financial experts you need to make informed decisions on personal and business financial planning. Our team at Lincoln Financial Advisors will  strive to earn your trust and confidence through professionalism and a demonstrated planning expertise. The team is comprised of legal, tax, and financial planning professionals with advanced certifications/designations including CFA, CPA, JD*, LL.M., CFP, MBA, AAMS, CRPC and more. You will quickly find great value in our ability to coordinate planning efforts with all your current trusted advisors, to ensure your advice team is working together on your stated big picture financial goals. 

We provide advice to entrepreneurs, business owners and professionals who want to grow and protect their assets.  Our planning model incorporates important aspects of personal wealth management, legacy planning and corporate planning. Our corporate planning focuses on employee benefits, retirement plans and business succession strategies for shareholders. We will help you clarify and prioritize your current and future financial objectives, with specific action steps to make it happen!

We are particularly well positioned to work with business owners whose personal and business lives are more complicated by success and overlapping financial issues. By coordinating personal and business financial planning services, the One Source Wealth Management solution is committed to helping you pursue long term financial stability and financial independence.

Eric is a member of the Boston Estate Planning Council. Distinguished LFA company recognition includes Chairman’s Council, Premier Partner and Presidents Club. He is a graduate of the University of Connecticut, School of Business Management & Finance. He also holds the FINRA series 7, 6, 22, 66, & 63 registrations.

Outside of work, Eric is a passionate musician. Together with his wife Theresa, they are adventurous travelers who enjoy hiking, biking, skiing and cooking classes especially with their children.  

At Eric Bertz One Source Wealth Management, we are proud of the relationships we build.

You can reach Eric at eric.bertz@lfg.com or 617.728.7434

*Licensed, not practicing

 

Phone 617.728.7434