WILLIAMSTOWN — With offices in south and central county, Berkshire Money Management is putting down roots in the heart of Williamstown. Its first financial advisor is a North County native.
The local financial advisory group started in 2001 and already has offices in Great Barrington and Dalton. Founders Stacey Carver and Allen Harris say they’re adding a Northern Berkshire office to be closer to their clients in North County and southern Vermont. They also need more space.
“We just keep growing and adding more staff members, we’ve outgrown our other offices,” said Carver, who purchased the new Williamstown property at 136 Water St. earlier this year that was previously wellness spa Tsubo Massage.
Berkshire Money Management provides county-wide financial planning services for retirement, college, estates and businesses.
Carver owns the Great Barrington office, Harris owns the Dalton office and they each rent out the properties to Berkshire Money Management. They looked “all over” North County for a space and landed in Williamstown.
“We loved the area on Water Street and it seemed pretty perfect,” she said. “As we hire advisors, they will likely be working out of here because that’s the only place there is space.”
The first financial adviser to work out of the new office will be North Adams native Brendan Bullett, who joined Berkshire Money Management this fall. For 20 years, Bullett helped employees plan for retirement at Williams College, North Adams Regional Hospital, Berkshire Health Systems and other local organizations. He’ll also be joined by an office support specialist.
The search for more financial advisors has started, she said, and for office support roles, client care specialists and certified financial planners.
The front downstairs space that was a spa will be office space from the time it opens, said Carver, and renovations on that area have begun. The remaining space will be built out once they need more room. Advisors will begin meeting with clients later this year, and a grand opening is planned for early 2026.
“The property is in great shape,” Carver shared. “We’re making a few cosmetic updates, including new flooring and fresh furniture, but we’re nearly ready to welcome clients.”
It was a full circle moment for Carver, who said that before she and Harris started Berkshire Money Management, they worked for Dion Money Management in Williamstown.
“Were really excited to be in Williamstown,” she said. “We’re reminiscing because before we started this, we did work up here, it’s been a while. The community up here is fantastic, they’ve been so embracing.”
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