The Minneapolis/St. Paul Business Journal named BerganKDV Wealth Management, LLC as one of the Top Wealth Management Firms in the Twin Cities metro area. The wealth management division manages $2.2 billion in assets resulting in a rank of 29th largest in the metro. 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 passionate about providing people with the right resources and knowledge to plan for their financial futures with sustained success,” said Matt Cosgriff, Director of Wealth Management at BerganKDV. “We are driven by excellent client service and developing plans that reflect our client’s unique financial goals. When creating plans, we take time to look at multiple factors beyond investment management, including tax planning, financial planning, estate planning and risk management to ensure clients can attain financial security for themselves and loved ones.”
The team’s philosophy is best defined by its CLEAR process. With CLEAR, the team navigates and customizes strategies for clients through purposeful conversations and a deep understanding of the client’s full financial situation and future goals. The end result is a plan that reflects the needs of the client with a clear roadmap of how to achieve their desired financial outcomes. One aspect that makes BerganKDV Wealth Management, LLC different from other firms is that the wealth management division grew out of a CPA firm, allowing our team to seamlessly combine sound investment principles with tax-efficient investment strategies.
BerganKDV Wealth Management, LLC has 29 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 150 Certified Public Accountants, a couple of Charter Financial Analysts, and other experts across the firm to assist clients with their wealth management needs.