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 successfully helped clients navigate and overcome market fluctuation for over 18yrs using our proprietary investment process. We developed and refined our investment process to help 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.