North Berkeley Wealth Management

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North Berkeley is values-driven wealth management firm that helps our clients create a sense of calm in their financial lives through responsible investment and thoughtful financial planning.

The instinct to help your child is natural, whether they’re five or fifty. Parents must consider what they can afford to...
10/17/2026

The instinct to help your child is natural, whether they’re five or fifty. Parents must consider what they can afford to give and how their generosity might affect their children’s independence, their family relationships, and their own long-term financial security.

Please see Helping Adult Children Financially by Sam Wood-Bednarz, CFP® below:

Financial help looks different depending on the need, as well as the relationship between parent and child. Before making a significant financial commitment, parents should understand how that support…

Progress toward efficient cooling is unlikely to move in a straight line. Economic growth, energy prices, technological ...
10/10/2026

Progress toward efficient cooling is unlikely to move in a straight line. Economic growth, energy prices, technological advances, and weather will influence which technologies succeed and where investments go.

Please see The Increasing Cost of Staying Cool by Brian Kozel, CFP®, at the link below.

Progress toward efficient cooling is unlikely to move in a straight line. Economic growth, energy prices, technological advances, and weather will all influence which technologies succeed and where…

This year's dominant storyline has been a shift in expectations about interest rates. With inflation remaining stickier ...
10/03/2026

This year's dominant storyline has been a shift in expectations about interest rates. With inflation remaining stickier than markets hoped, the Federal Reserve raised rates in September, reinforcing the prospect that borrowing costs could remain elevated for some time. Yet the effects have been anything but uniform.

Please see: An Uneven Landscape: Market, Economy, and Household by Brian Kozel, CFP® at the link below:

Financial markets tend to move quickly as investors reassess the future, while changes in the broader economy unfold more gradually and unevenly.

Although speaking with children and young adults about finances is valuable, money is an ongoing conversation parents ca...
09/19/2026

Although speaking with children and young adults about finances is valuable, money is an ongoing conversation parents can have with their kids throughout their lives. While these financial skills are important, understanding how to use money in a way that reflects your values is just as important.

Although we typically speak with children about money as young adults, finances can be an ongoing conversation parents have with them throughout their lifetime.

Financial planning should not focus exclusively on saving for retirement. It should also help you understand what you ca...
09/12/2026

Financial planning should not focus exclusively on saving for retirement. It should also help you understand what you can comfortably spend along the way. During these in-between years, a personalized financial plan can give you confidence and clarity about your long-term security.

Please see The In-Between Years by Matthew Gatt, CFP®, at the link below.

The in-between years can feel surprisingly uncertain, because time feels scarce while the questions become more interconnected. These decisions are deeply personal, with no right or wrong answers.

Even with this year’s surprises in rate expectations, the core strategies for bond investors continue to stand strong. D...
09/04/2026

Even with this year’s surprises in rate expectations, the core strategies for bond investors continue to stand strong. Discover how staying focused on long-term goals can help you navigate changing markets with confidence.

https://northberkeleywealth.com/articles/when-bonds-make-headlines

For clients seeing bonds show up in headlines, it is a good moment to look at how the story flipped this year, revisit how bonds are affected by changing rates, and what they are designed to do in a…

Open conversations create the kind of collaboration between you and an advisor that results in a high-quality financial ...
08/21/2026

Open conversations create the kind of collaboration between you and an advisor that results in a high-quality financial plan supportive of the whole of your life. The more your advisors know about you, the more precise your financial plan will be.

Read more on our website

Open conversations create the kind of collaboration between you and an advisor that results in a high-quality financial plan that supports your whole life.

Recently, the relationship between market prices and underlying earnings has looked healthier. In our latest market refl...
08/14/2026

Recently, the relationship between market prices and underlying earnings has looked healthier. In our latest market reflection, Chief Investment Officer Brian Kozel, CFP®, explores how improving profits are helping companies grow into the higher valuations that have concerned investors in recent years.

Read the article at:

Current stock prices reflect substantial expectations for future growth, particularly as companies invest heavily in artificial intelligence. What has changed is the fundamental support beneath today’…

We're pleased to present Botanicals, a group exhibition featuring the work of local artists June Yokell, Kija Lucas, Kar...
08/12/2026

We're pleased to present Botanicals, a group exhibition featuring the work of local artists June Yokell, Kija Lucas, Karen LeGault, and Jules Kobelin.⁠ Each of these talented artists explores our emotional responses to trees, grasses, fruits, and flowers. Their art relishes the joyful, life-giving communion humans have with the greenery that surrounds us. ⁠

Join us for a reception celebrating the artists on Wednesday, September 24 from 5:30 to 8 p.m. at the North Berkeley Wealth office gallery.⁠

Learn more at

Botanicals art exhibit at North Berkeley Wealth Management features the work of June Yokell, Kija Lucas, Karen LeGault, and Jules Kobelin.

Trump Accounts (TAs) are intended to provide children with a head start on saving for retirement. But are they the right...
08/07/2026

Trump Accounts (TAs) are intended to provide children with a head start on saving for retirement. But are they the right option? Sam Wood-Bednarz, Partner and Senior Advisor at North Berkeley Wealth Management, outlines the pros and cons of TAs and compares them to other types of savings accounts for kids.⁠

Read more at

Trump Accounts (TAs) are a new type of savings account meant to give kids a jump start on saving for retirement.

Address

1995 El Dorado Avenue
Berkeley, CA
94707

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15105285820

Website

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