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Connect with the Wealth Management Team

The first step in our client process is an introduction call.

This quick 15 minute conversation will help us learn more about you, and you about us and get your information to the advisor best suited to help with your unique financial situation and goals! Pick an option below to get started.

Our tailored approach is designed to work best with:

  • Diligent savers with $500,000+ investable assets
  • Those in or nearing retirement and seeking peace of mind
  • Business owners ready to incorporate expert guidance

If you'd like our advisor team to contact you, start with entering your information below. We look forward to connecting!

Know your schedule? Book a time below that works best for you.

Who We Serve

Your Financial Life Has Many Unique Stages That Evolve Over Time.

At BerganKDV Wealth Management, we are focused on serving a variety of clients throughout all stages of life. Our advisors bring diverse backgrounds and experiences that empower us to serve your unique individual needs. Here are a few key examples.

The wealth advisors at BerganKDV Wealth Management work side by side with business owners to develop a customized financial plan that can grow along with them and help them reach key milestones through smart decisions and planning.

Our clients value integrated wealth management services, and more importantly, having a trusted partner on board to help them steer through the ups and downs of owning a business in today’s unique market.

Wealth today is not about flash. Today’s accomplished pre-retiree and retiree focus on the long-race, not the short game. They value convenience and service – where tax planning and wealth management are under one roof – and confident, dedicated advisors who understand the values and goals of their clients.

You’ve worked hard to achieve your financial goals – let BerganKDV help you maximize your finances and empower you to provide the future you’ve envisioned for you and your family.

Our clients come to us from all industries; some are corporate business leaders, executives and professionals from Fortune 500 firms who understand the complexities of wealth.

With centralized tax planning and wealth management services, our clients can rest easy knowing that they’ve outsourced a key component of securing their financial future to experienced, highly- credentialed advisors who only work with their clients’ best interests in mind.

Navigating life’s journey means some unexpected twists and turns of both joy and loss. The advisors at BerganKDV are deeply committed to understanding the unique needs of a client during these times of significant change, whether that is a divorce, a death of a spouse or family member, the birth of a child, and more.

In every situation, we lead with empathy and help guide our clients through these times with unbiased guidance and the goal of getting them on the other side with grace and peace of mind.

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