Your trusted financial
partner in the Berkshires
October Mountain Financial Advisors was established in 2015 through a strategic alliance with Lee Bank.
We provide integrated wealth management and trust services to residents and second-home owners throughout Berkshire County. As fiduciaries, every recommendation we make is guided solely by what advances your best interests.
Comprehensive financial solutions
through a unified team
- Every strategy we develop reflects both sound financial principles and the practical nuances of Berkshire living.
- Our approach emphasizes both preserving your assets and advancing your goals through thoughtful strategies that weather changing markets.
- From trust services to investment management, our integrated approach eliminates silos and creates a seamless experience that simplifies complex financial matters while addressing both short and long-term objectives.
Our disciplined approach combines rigorous research with personalized strategy to protect and grow your wealth.
- Diversified portfolios using carefully selected equities, bonds, and ETFs tailored to your objectives
- Research-driven methodology prioritizing quality investments with sustainable advantages
- Sustainable investing (ESG) options aligning financial performance with personal values
- Active management adapting to market conditions while maintaining long-term focus
We provide detailed financial planning for all aspects of your financial life, including:
- Income and cash flow planning
- Education funding strategies
- Retirement planning
- Charitable giving approaches
- Trusts, estates, and wealth transfer planning
Beyond our core offerings, we provide:
- Integrated planning with attorneys, accountants, trustees, and family members
- Insurance solutions, including life, long-term care, and annuities
- Non-Profit Investment Strategy Statements and Withdrawal Policies
- Estate planning guidance that clarifies and integrates your legacy goals
Our disciplined approach combines rigorous research with personalized strategy to protect and grow your wealth.
- Diversified portfolios using carefully selected equities, bonds, and ETFs tailored to your objectives
- Research-driven methodology prioritizing quality investments with sustainable advantages
- Sustainable investing (ESG) options aligning financial performance with personal values
- Active management adapting to market conditions while maintaining long-term focus
We provide detailed financial planning for all aspects of your financial life, including:
- Income and cash flow planning
- Education funding strategies
- Retirement planning
- Charitable giving approaches
- Trusts, estates, and wealth transfer planning
Beyond our core offerings, we provide:
- Integrated planning with attorneys, accountants, trustees, and family members
- Insurance solutions, including life, long-term care, and annuities
- Non-Profit Investment Strategy Statements and Withdrawal Policies
- Estate planning guidance that clarifies and integrates your legacy goals
Supporting financial success
throughout the Berkshires
October Mountain Financial Advisors serves a diverse clientele throughout Berkshire County. Our unique model, combining the strengths of wealth management with community trust, allows us to address the distinctive needs of both permanent residents and those who maintain seasonal homes in our beautiful region.
What sets us apart
Experience the advantage of truly integrated financial services
At October Mountain Financial Advisors, we understand that your financial life doesn’t exist in separate compartments. That’s why we’ve created a model that brings together trust services and wealth management under one collaborative team.
We invite you to discover how our approach can simplify your financial life while ensuring every aspect receives the specialized attention it deserves.