Bertino Investment Consulting Group is a Private Wealth Management team based in Dallas, TX, offering strategic solutions and global access to their clients. Led by Robert Bertino, the team specializes in providing customized financial advice to private business owners, multi-generational families, entrepreneurs, and individuals with significant wealth. With a commitment to quality client service and long-term relationships, they aim to be their clients' primary source of financial guidance.
With industry recognition and a team of experienced professionals, including Cameron Lail, a Senior Wealth Strategy Associate, and Ann Marie Anna Vargas, an Authorized Officer Investment Associate, Bertino Investment Consulting Group offers expertise in various areas such as pre-sale planning, family planning, private foundations, and cash management. They pride themselves on their multigenerational perspective and broad access, helping clients navigate the changes in the global economy.
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