Berkshire Money Management - Dalton, Massachusetts

Sally W.

I have been very happy with Berkshire Money Management and Scott Little as my financial advisor and account manager. During the past five years I've been with Berkshire, my portfolio has shown solid growth. Scott took the time to get to know me: he is cognizant of my goals while keeping in mind my risk tolerance, he answers my questions about my investments and explains his strategies for growing my account. I would highly recommend Scott Little and Berkshire Money Management to friends and family. Thank you Scott for helping my husband and I enjoy our retirement years!

Myra K.

I recently moved my portfolio to Berkshire Money Management. I knew I could trust Allan Harris and Scott Little from advice I received in the seventies. Based on their analysis I got into Apple and other tech stocks very early.
Now Allan actually shares a weekly message on where he sees the market may be going--based on historical patterns.
Scott is guiding me with my individual investment portfolio. He listened carefully to my needs and produced a plan to reach my new goals. He adjusted the plan to reduce capital gains.
He is patient when I don't get what he tells me.
He is genuine.
He is accessible.
Fees are reasonable.
I strongly recommend him to others.

David B.

Scott Little at Berkshire was the financial advisor for my parents' brokerage account for many years. Scott did an excellent job developing and implementing a portfolio strategy that reflected my parents' intent and preferences, while also providing very good returns. Scott was always responsive to requests for information and advice and regularly scheduled conference calls with my parents to discuss their investments and any potential changes to their strategy. I participated in these calls after my mother passed and my father's health began to fail. I was always impressed with the care and time Scott took to explain issues related to their portfolio. I have no reservations about highly recommending Scott as a financial advisor.

Hollis F.

Berkshire & Scott Little have been very helpful for me in growing a family limited partnership substantially over the last 2 years. Since I do some investing outside the resources of the FLP I have found Berkshire has been open to making changes when I think they are necessary. When I have wanted to make a change & Berkshire and Scott Little don't think it is necessary they let me know with reasons why not to make a change. However, when they agree, they go ahead & make the change. It is a collaborative agreement which has been working well.

Jackie C.

I found out about Berkshire Money Mgt. when I met a new friend at the pool. I mentioned I was not happy with my current financial advisor who basically ignored me, as my portfolio was not huge. She told me that she and her husband were very happy with Scott. I contacted him, liked his style and the way he spoke with me, as I usually turn off to financial conversations. He said it in a way I could hear. We also share some personal information so he can better understand me in order to invest to my situation. My portfolio has increased and I am very happy with my choice.

debra M.

Prior to joining Berkshire in December 2024, we were with a popular (you regularly see their ads on TV) investment management company. We were happy with the growth of our portfolio, however, something was missing; we wanted a more wholistic view of our financial situation. As we neared retirement, we needed guidance on ... continued growth of our portfolio considering future distributions, minimizing taxes, gifting, Roth conversions, insurance (life, long term care -- do we still need it?), when should we start collecting social security ?, estate planning review... the list goes on. We needed a plan. We needed a new financial advisor.

I took the time to interview 7 possible wealth management firms and settled on Berkshire. Here's why... Scott Little. In my first call with Scott he took the time to listen. He didn't try to sell me anything. He explained how Berkshire could meet our needs and assured me that he would be my primary contact (something very important to me). I liked him right away. Now, as of February 2025, we have a complete financial plan with ALL of my questions/concerns addressed. (Scott also recommended and implemented some year end moves to help our 2024 tax situation. Something our previous advisor did not do even when I inquired about it.) We now know where we are and where we are going. With Berkshire/Scott (and Lauren, Zack!) we know we have a great financial partner going forward! So glad we made the change! Can I give 6 stars?

Kimberly R.

Unfortunately, as the world globalizes and technology advances, many businesses have determined that success requires the elimination of humanity. Despite this paradigm shift, Berkshire, with outstanding advice from my advisor Scott Little, avails itself of the convenience of technology without relinquishing its soul to questionable intelligence models and yet-to-be-refined algorithms. With years of acquired experience, Scott is proficient in managing the assets of others while holding fast to the notion that customers are valuable and worthy of time and genuine concern. I guarantee you I am not the wealthiest of his customers. Still, based on years of interaction, I know that I’m important and that I matter, and many conscientious financial decisions have been made on my behalf, ensuring significance to my portfolio.

R P.

Scott and Lauren have been incredible to our family in assisting us prepare for our future lives, our children’s lives, and offering insight and wisdom with our aging parents. In addition, they are outstanding in answering any financial, insurance, or planning questions at a level where we can understand intricate details. I would highly recommend anyone looking to team up with people who genuinely care, to choose them.