Richard A. Berkowitz

Richard Berkowitz provides his clients with a comprehensive approach to income, estate, financial and investment planning. A trusted advisor to clients in a wide range of industries, Berkowitz helps them define their goals and develop strategies to succeed.

More than 40 years ago, Berkowitz had a vision of a firm that hired talented people and created an environment for them to build outstanding careers. Today the firm and its Provenance Wealth Advisors and BayBridge Real Estate Group affiliates continue to operate on these principles.