We know that these can be frightening times, but we want to assure you that one thing you don’t need to worry about is us supporting you through them. We are committed to offering you financial guidance, regardless of what the upcoming days, weeks, or even months might bring.
You may not know what you want in a financial advisor, but you do know managing your financial goals feels "too big" to do on your own. I was there once, too, as an individual investor and I knew I wanted more investing strategies and a plan.
I joined LPL Financial, one of the nation's leading financial services companies, and created Athene Wealth Management to serve business owners and individuals that appreciate a white glove approach and high-level service in creating and managing their financial life. I focus on tax strategic investing, financial planning for specific goals and helping you build a financial team. I don’t do this alone. I am supported by a vast team at LPL Financial, industry partners and community specialists in areas including taxes and wealth transfer.
As an independent advisor and a fiduciary*, I am not mandated to sell products or meet monthly revenue goals. My focus is solely on keeping your interests in mind. While my work with you involves money, it’s not the money that brings you here. It’s your values, dreams and desire to provide for yourself and the ones you love.
Reach out and we’ll discuss what’s important to you and our comprehensive time-tested process to develop tailored investment and planning strategies.
I look forward to meeting you.
Jenny Bergeron is a recipient of the 2019 Five Star Wealth Manager Award. This award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2019 Five Star Wealth Managers.
*In advisory relationships.
To ease some of the burdens of tax season we’ve created this helpful guide, which contains all the information you may need to easily address tax issues and questions that you might face.
Of course, if you have additional questions about anything included in this guide, we’re just a phone call or email away.
What's in a Name?
Many people ask what does Athene mean? Athene is the masculine version of Athena, who among other things is the Goddess of wisdom and courage. This resonated with me as I thought about what I try to instill in my clients. I want my clients to have the courage to know that they can do this, they can pursue their financial goals. I also want my clients to have the wisdom to feel that together we're making suitable financial decisions.