Berlin/Hales Wealth Management Group

Located in Newport Beach, California, we work closely with entrepreneurs, executives, and their family members around the country. We serve the whole family – through multiple life stages, priorities, and aspirations. Our advice encompasses both sides of the balance sheet, pinpointing possible efficiencies and advancing a more purposeful and thoughtful deployment of wealth. Our team addresses the complexities and opportunities that significant wealth can entail. We draw on more than 85 years of collective experience as a team, forged in tackling the intricate challenges that accomplished families encounter.

As members of Merrill Private Wealth Management, we offer the focused attention and refined resources that clients require, bolstered by the stability, security, and selective entrée that are hallmarks of Merrill.

We believe we are different in important ways:

• Process. We are disciplined, systematic, and detailed in addressing your needs; we work extremely well together as a team, focusing our energies and skills to help advance your goals
• Transparency. We want you to know what we are doing, why we are doing it, and what we aim to accomplish. We are clear in communicating how your performance compares to appropriate benchmarks. You deserve nothing less
• Access. You have our attention; we are resolute in unwinding issues, communicating answers, and keeping you apprised of status
• Mindset. We enjoy deep relationships with a limited number of clients; we work hard to earn—and retain—that trust.