SEC CRD #801-136089
Holistic Wealth Management | Bergmot Asset Management CLIENT LOGIN Get Connected 300 Carnegie Center, Suite 140 Princeton, NJ 08540 USA +1 609 917 7900 clientcare@bergamotam.com CLIENT LOGIN Holistic Wealth Management and Planning Wealth Management As a Fiduciary, we place our clients interests above all others. We ll work with you using an integrated approach in addressing your needs across all financial aspects of your life. LEARN MORE Private Placements We offer access to unique investment opportunities for accredited investors, banks, financial institutions, insurance companies, pension funds, endowments and foundations. EXPLORE OPTIONS Institutional Investors Our team has over 20 years of successful investment experience managing an array of institutional investment portfolios for pension funds, endowments and foundations. REQUEST MEETING Start your journey. Discover a unique fully integrated investment strategy that can help set your path towards the life you envision. LEARN HOW FROM OUR EXPERTS Access to our network of curated partnerships. Insurance Planning Expect the unexpected. We ll review your existing insurance coverage and work with your insurance specialist to be sure you are well covered. Wealth Transfer Estate Planning All individuals should create a proper estate plan that provides peace of mind to loved ones in unforeseen circumstances. Charitable Giving We ll guide you through the entire process to ensure that your contribution is donated tax-efficiently
CASSANDRA LALLY
CHIEF COMPLIANCE OFFICER
📞 (609) 917-7900
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AUM
$107M
Check Size
$8.5B–$8.5B
Location
PRINCETON, NJ
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