Berkshire Money Management Opening Branch in Williamstown
WILLIAMSTOWN, Mass. — Berkshire Money Management (BMM) will open a new office at 136 Water Street in Williamstown later this year to better serve clients in the northern Berkshires and southern Vermont.
Allen Harris, Founder and CEO of Berkshire Money Management, said the new office represents the firm's ongoing effort to stay close to the people it serves.
"BMM has always strived to meet people where they are – what are the challenges their family is facing? What goals can we help them reach?" Harris asked. "Investing in Williamstown lets us literally meet our clients and neighbors where they are, right in their own community."
The move expands BMM's physical presence across Berkshire County, with offices now in Dalton and Great Barrington.
Advisors will begin meeting clients in Williamstown by appointment later this year, with a grand opening planned for early 2026.
"I see this less as a business expansion and more of a commitment," Harris added. "We're committed to all of Berkshire County, from Sheffield to Clarksburg, and now our physical footprint will reflect that."
The Williamstown office will be the home base of Financial Advisor Brendan Bullett, who joined BMM earlier this fall.
Bullett was born and raised in North Adams and has nearly two decades of experience helping employees of Williams College, North Adams Regional Hospital, Berkshire Health Systems, and other local organizations. He will be joined by a full-time office support specialist.
The building, which is near Spring Street and the Williams College campus, is owned by BMM Co-Founder and Chief Engagement Officer Stacey Carver. She purchased the property earlier this year.
"The property is in great shape," Carver said. "We're making a few cosmetic updates including new flooring and fresh furniture, but we're nearly ready to welcome clients. We're excited to become part of everyday life in Williamstown."
The firm joined the Williamstown Chamber of Commerce and is actively seeking ways to support local organizations and causes through sponsorships and community partnerships. Groups in the northern Berkshires interested in sponsorship support can reach out to info@berkshiremm.com for more information.
"We may not be officially open just yet, but we're very happy to be here," Carver added. "If you see us on Water Street or around town, I hope you'll say hello."
Founded in 2001, Berkshire Money Management helps clients navigate retirement, business exits, divorce, inheritance, and new beginnings with comprehensive, fee-only financial planning, Social Security and Medicare coaching, tax and estate optimization, investment management, and business valuation.
For more information, visit www.berkshiremm.com.
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