North Berkeley Wealth Management

North Berkeley Wealth Management Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from North Berkeley Wealth Management, Financial planner, 1995 El Dorado Avenue, Berkeley, CA.

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.

It’s perfectly normal to feel overwhelmed, especially for inheritors who are also executors or trustees of an estate. An...
05/23/2026

It’s perfectly normal to feel overwhelmed, especially for inheritors who are also executors or trustees of an estate. An important step is to recognize when you would benefit from a trusted decision-making partner.

Please see: Managing Inheritance With Intention by Ariana Alisjahbana, CFP®

An important step in managing inheritance is to recognize when you would benefit from a trusted decision-making partner.

Sometimes IRMAA is unavoidable. Other times, it’s simply an incidental cost of a decision. Rarely is it the sole factor ...
05/16/2026

Sometimes IRMAA is unavoidable. Other times, it’s simply an incidental cost of a decision. Rarely is it the sole factor behind a choice.

Please see: IRMAA: How Income Affects Your Medicare Costs by Sam Wood-Bednarz, CFP® at the link below.

IRMAA is Income-Related Monthly Adjustment Amount and is a surcharge added to your Medicare Part B and D premium based on your income.

Marriages and families take many forms, and as a result, how married couples manage their household finances also takes ...
05/09/2026

Marriages and families take many forms, and as a result, how married couples manage their household finances also takes many forms. Because no two couples’ situations look exactly the same, your combined financial strategy will be unique to you. ⁠
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In 'A Team Approach to Household Finances,' Stephanie Nehmens explores the importance of understanding community and separate property, and how they affect each aspect of your financial life.⁠

Read the article

Understanding community property and having open conversations can help foster a team approach to household finances.

As households feel the pinch of higher prices at the pump, many are revisiting the math on electrification. For many con...
04/21/2026

As households feel the pinch of higher prices at the pump, many are revisiting the math on electrification. For many consumers, the appeal is both practical savings and energy security.

Please see our Q1-2026 Impact Highlight Report: Unintended Outcomes by Brian Kozel, CFP®, below.

Q1 2026 Impact Highlight Report Since the start of the Iran war, national averages for gasoline have jumped above $4/gallon and are approaching $6 in California, renewing familiar concerns about inflation, energy security, and household budgets. War’s deepest consequences are human, and those cost...

Markets were down in Q1, with stocks declining in response to the war in Iran as well as fears about AI’s potential to d...
04/11/2026

Markets were down in Q1, with stocks declining in response to the war in Iran as well as fears about AI’s potential to disrupt existing industries. However, most markets were not impacted as dramatically as the headlines might suggest, and client portfolios benefited from diversification

Market Commentary | Q1 2026 In Homer’s Odyssey, Odysseus faced a distinct challenge as he sailed past the sirens. The danger was not that the sirens would force his ship off course, but that their song would tempt him to do it himself. Modern investors face a version of that challenge. The pull to...

So much in life is about showing up for what matters. For North Berkeley Wealth, that means being accountable to a broad...
03/20/2026

So much in life is about showing up for what matters. For North Berkeley Wealth, that means being accountable to a broad community of clients, team members, neighbors, and organizations. Only by staying engaged and listening to others can we, as a firm, cultivate our vision of a community alive with connection and stewardship.

In 2025, we strived to be present in our community by fostering relationships, providing our expertise, using our creativity, enabling collaboration, and focusing on the quality of life of those around us. Our Community Engagement Report showcases some of the ways we showed up in 2025.

So much in life is about showing up for what matters. For North Berkeley Wealth, that means being accountable to a broad community of clients, team members, neighbors, and organizations. Only by staying engaged and listening to others can we, as a firm, cultivate our vision of a community alive with...

Lifestyle creep often happens slowly over time and therefore goes unnoticed. Managing it does not require you to avoid t...
03/14/2026

Lifestyle creep often happens slowly over time and therefore goes unnoticed. Managing it does not require you to avoid the rewards that come with professional success. Instead, it involves approaching financial decisions with intention.

Please see "When Spending Quietly Expands" by Matthew Gatt, CFP®, at the link below.

Most of us imagine that as our income grows, managing money will be easier. It’s not uncommon to think that when you reach a certain income level, you will have made it, and that money concerns will be a thing of the past. However, after working with many individuals and families over the years, w...

Conflicts feel destabilizing in the moment and can cause real market volatility. However, historically speaking, geopoli...
03/07/2026

Conflicts feel destabilizing in the moment and can cause real market volatility. However, historically speaking, geopolitical shocks have not derailed long-term growth for diversified investors.

For our perspective, please see History, War, and Markets by Brian Kozel, CFP®, at the link below.

War is, first and foremost, a human tragedy. The headlines out of Iran this week are heavy, especially for anyone with loved ones in the region, military connections, or simply a deep empathy for people caught in the middle. Amidst the unsettling headlines, a few clients have reached out to ask: Wha...

Planning for retirement involves numerous considerations, from timing to financial impacts to envisioning your next chap...
02/21/2026

Planning for retirement involves numerous considerations, from timing to financial impacts to envisioning your next chapters. For couples who have a large age gap, standard retirement advice does not always apply.

Please see Retirement Planning for Couples with an Age Gap by Sam Wood-Bednarz, CFP® below.

Planning Reflection | February 20, 2026 When thinking about retirement, it’s common for couples to want to retire together, or at least within a few years of each other. This could be because they are at similar stages of their careers, or because one spouse doesn’t want to keep working

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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