Completing any journey takes planning, preparation, and partnership. 

LEARN MORE ABOUT HOW BEREAN WEALTH MANAGEMENT CAN HELP YOU. 

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About Berean Wealth Management
 

 

            At Berean Wealth Management we have developed and refined a process that helps remove uncertainty in your financial plan and investment strategy giving you increased confidence and bringing you to a work optional lifestyle.

 
 
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Meet Your Advisor

I’ve been a financial advisor for over 18yrs with a focus on pre and post retirement planning and income implementation. I live in Brentwood with my wife Heather and our five children. I am a veteran of the United States Marine Corps having proudly served my country for over 7 years. I enjoy being in the mountains backpacking/bushcrafting. I also enjoy modifying and wrenching on cars.

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Investment Philosophy

At Berean Wealth Management we believe in working towardsyour investment objectives in the most conservative means possible, while providing a high value experience. We specialize in properly facilitating estate & succession plans, professional portfolio management, 529 and educational planning,income planning for retirees and elderly clients, life insurance and long term care (LTC) planning. 


Our Services


Risk Management: Designed to make or protect money no matter the condition of the market.

Wealth Management: Creation and implementation of a custom financial plan. Focusing on proper diversification using a common sense approach and needs based investing.

 Debt Management Strategies: Being positioned for anything, at anytime.

Tax Management Strategies: Optimizing your wealth your minimize unnecessary tax commitments. 


 

WANT TO KNOW WHAT WE CAN DO FOR YOU?

 
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Roy C. Jerrolds is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, AZ, ID, MO, NV, NY, WA.