Bera Wealth Advisors

We are proud to announce that Heath Johnson and Elizabeth Seehr have officially earned the Certified Wealth Advisor® (CWA®) certification.

This professional designation reflects their commitment to ongoing education and professional development in wealth management.

Please join us in congratulating Heath and Liz on this achievement. 🎉

For more information about the Certified Wealth Advisor® certification, please visit:
https://investmentsandwealth.org/certifications/cpwa-certification

We appreciate the dedication Heath and Liz bring to their professional growth and to our firm.

Thrilled to share that Bera received another honor here in our local community! Thanks to all our amazing clients and friends!

We are honored to be nominated as Best of Charleston 2025 through the City Paper again!

We appreciate all of your support and are thankful for all of our loyal clients and friends!

We are excited and honored to be included in Forbes’ 2025 Best-In-State Wealth Management Teams! This recognition reflects our dedication to our clients as we strive to align their values with the highest level of financial guidance.

We would like to thank our clients for trusting us to sit at their planning table and help them enjoy their lives now, while feeling prepared for the future. We are proud of our team’s hard work and look forward to another wonderful year ahead!

It’s that time of the year again 🎉🎉🎉

Please vote for us at the Charleston’s choice website:

https://pnccontests.secondstreetapp.com/og/542fca23-8ea1-4dc1-a998-8051f870ef80/gallery/434917921

Our Private Wealth Advisor, Spencer Schulz, has recently passed his CFP® exam and we could not be any more proud! What an accomplishment- we cannot wait to celebrate you! 🎉

We are beyond grateful to announce we have been voted as Best Financial Planner and Best Investment Firm at this year’s Charleston’s Choice 2023 award.

Thank you to all our clients, and friends we are so thankful for all your continued support we are truly surrounded by the best community.

✨It’s Friends Friday✨

The inspiration behind Wellness Blooms Therapy comes from the clients that she has had the privilege of working with, says Licensed Independent Social Worker, Adriana.

In particular, there is an impactful moment with a client that illustrates the mission behind Wellness Blooms Therapy, which is cultivating hope and healing.

Through a collaborative, compassionate, and genuine therapeutic approach, Adriana will empower you to take an active role in your journey of growth and self-discovery. Because each person is unique, she says.

✨It’s Friends Friday✨
This week we want to give a shoutout to !

Coastal Air Solutions are the experts in all things HVAC from installation to maintenance to AC repair.

Coastal Air Solutions has been a locally owned and operated company for two generations since 2005. They began by helping neighbors in a small community, and their primary goal was to provide quality work at reasonable prices, but most importantly to establish trust in their work ethic with their customers.

Their success is defined by superior relationships. Coastal Air Solutions is a professional, full-service HVAC company serving residents of Berkeley, Dorchester, and Charleston counties.