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Berthold Capital has become renowned for providing access to impartial, state-of-the-art wealth management services to retirees and high-net-worth individuals.  A FIVE STAR WEALTH MANAGER*.

No matter what your level of wealth, working with Berthold Capital can help you to pursue your financial goals.  Together, we'll go through a comprehensive process for managing your financial life and for creating a long-term plan customized to your needs.

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Mortgage and Home Equity Loan Interest Deductions Under the Tax Cuts and Jobs Act

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2017 Five StarSM Wealth Manager
July 2017 issue of Pittsburgh Magazine


*Based on 10 objective eligibility and evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm’s internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. 1,133 Pittsburgh wealth managers were considered for the award; 277 (24 percent of candidates) were named 2017 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers’ future performance. Your experience may vary. For more information please visit