The Minneapolis/St. Paul Business Journal recognized BerganKDV Wealth Management, LLC as one of the Top Wealth Management Firms in the Twin Cities area. BerganKDV’s Wealth Management team manages $1.9 billion in assets, earning a rank of 27th largest firm, two spots higher than the firm ranked last year. Covering 24 counties in the Twin Cities metro area, the Minneapolis/St. Paul Business Journal lists and ranks the largest companies in various industries.
“Our wealth management team is committed to providing clients with high-quality, fiduciary advice, and an amazing client experience as we help them achieve their goals,” said Matt Cosgriff, Director of Wealth Management at BerganKDV. “We are passionate about client service and creating financial plans that work alongside our client’s unique needs. Our mindset has allowed us to grow our efforts and it’s wonderful to see our rank continue to climb on the Business Journal’s list.”
BerganKDV Wealth Management’s philosophy is best defined by its CLEAR process. With CLEAR, the firm’s advisors customize strategies for clients through meaningful conversations to fully understand their financial situation and future goals. The end result is a financial plan that captures client needs with a clear roadmap of how to accomplish their life’s greatest aspirations. One aspect that makes BerganKDV Wealth Management stand out from other firms is that the wealth management division grew out of a CPA firm, ensuring clients are minimizing taxes in every facet of their financial life.
BerganKDV Wealth Management has 31 team members working in our Minnesota, Iowa and Nebraska locations. The team is comprised of several Certified Financial Planners that work closely with an array of other professionals, including approximately 170 Certified Public Accountants, a couple of Charter Financial Analysts, and other experts across the firm to assist clients with their wealth management needs.