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 $1.24 billion resulting in a rank of 30th 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 devoted to helping people plan for their futures and to have peace of mind,” said Wealth Management Solution Leader Matt Cosgriff, “We are passionate about doing what is right for our clients. We look at not only investment management but tax planning, financial planning, estate planning and risk management to ensure they are on the right path for financial security.”
BerganKDV Wealth Management, LLC has 24 team members working in our Minnesota, Iowa and Nebraska locations. The team includes numerous Certified Financial Planners, that work closely with a broad array of other experts, including approximately 200 Certified Public Accountants, numerous Charter Financial Analysts, among other experts across the firm to assist clients with their wealth management needs.
The team’s philosophy is to find and customize the strategies that work best for individual clients, based on a detailed understanding of their needs and other factors. One aspect that makes BerganKDV Wealth Management different from many firms is that because the wealth management division grew out of a CPA firm, the solutions seamlessly combine sound investment principles with tax-advantaged investment strategies.