HB is extremely creative and they always bring practical, actionable ideas to the table. They have a pragmatic, efficient approach to helping us refine our message in a clear and concise voice that resonates in today’s ‘get-to-the point’ requirement in order to be heard. They do all of this within the larger (strategic) picture of building our brand and broadening our reach.
Managing Partner, Fortis Wealth, Valley Forge, PA
HB has the unique ability to blend together multiple disciplines in a creative and organized way. [Founder] Berkowitz brings his many gifts to a project and always delivers on his value proposition.
Managing Director | Ph.D., Wealth Teams Alliance, Irvine, CA