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Wealth Management

Empowering you to live your best life

Wealth management is about far more than numbers and spreadsheets. It’s about that feeling you get when your finances are managed in the most effective way possible: confidence.

Your life and goals are unique, and your financial plan should be a reflection. This is why we approach every client interaction with intent. Through our CLEAR process we will truly get to know you and your goals, create the best roadmap to those goals, and then are right there to navigate through the journey, every step of the way.

Schedule a 15 Minute Introductory Call

Financial Planning

  • Education planning
  • Retirement Planning
  • Banking and cash management
  • Income strategy
  • Workplace benefits
  • Social security strategy
  • Medicare and health insurance

Investment Planning

  • Personal risk assessment
  • Asset allocation
  • Asset location
  • Concentrated stock positions
  • Stock options and RSU strategy
  • Legacy asset analysis

Risk Management

  • Analysis and policy review
  • Property and casualty insurance
  • Life insurance
  • Disability insurance
  • Long-term care insurance

Estate Planning

  • Wealth transfer
  • Review and coordination of will, trust, powers-of-attorney, healthcare directives
  • Gifting strategies
  • Asset titling
  • Beneficiary designations

Tax Strategies

  • Yearly tax planning
  • Tax bracket management
  • Gain/loss tolerance
  • Tax efficient saving strategies
  • Education planning
  • Charitable gifting strategies
  • Roth conversions
  • RMD planning

Serving as Your Independent Fiduciary Advisor

Why choose our fiduciary approach over a broker? It’s simple, our motivations are purely in your best interest. Our fee-only approach means we do not receive commissions in any form for the advice we give. Our only goal is meeting your goals.

A fiduciary financial advisor is one who always and only acts in the best interests of their clients. Fiduciaries are bound by the Fiduciary Standard, which requires advisors to always put the best interests of clients first.

What’s your biggest financial goal? Let us know and we will build a plan to get you there.

Schedule a 15 Minute Introductory Call

A Process That Supports You

We are committed to connecting with our clients at a meaningful level so that we understand their full financial picture to help them meet their goals. Our exclusive CLEAR process does just that. You can expect purposeful conversation, a full review of your situation and goals, and mutual agreement on the best path forward.

Experience Clear. Start with a Conversation

 

RESOURCES TO GUIDE YOUR FINANCIAL DECISIONS

Wealth Management Quarterly Market Update: January 2022

Wealth Management Quarterly Market Update: January 2022

January 11, 2022 BerganKDV Team
What Does Financial Planning Really Mean?

What Does Financial Planning Really Mean?

January 05, 2022 Matt Cosgriff, CFP®, CPFA
New Year’s Money Resolutions To Make With Your Advisor

New Year’s Money Resolutions To Make With Your Advisor

December 28, 2021 Becca Oelrich
Explore All Wealth Resources

Meet the Talented Team Behind BerganKDV Wealth Management

Wealth Management & Taxes

A strong collaboration between your advisor and your tax professional means expanded expertise on making your money work for you and how to best minimize the amount you pay in taxes. Integrating your team can benefit you and offer enhanced opportunities to feel informed, educated, and confident about your financial future.

Our CLEAR process addresses all aspects of your finances, including an effective tax strategy. In our conversations, we’ll work with you and your tax professional to develop:

  • An annual tax planning strategy
  • Insight into tax bracket management
  • An understanding of your gain/loss tolerance
  • Tax-efficient saving strategies
  • Charitable gifting strategies
  • Roth conversions
  • RMD planning

Schedule a 15 Minute Introductory Call

Simplifying the Complex for Our Clients Every Day

Matt leads the wealth management team which helps both private clients and businesses to develop financial plans to help individuals accomplish their goals. The Wealth Management team works to ensure the proper mix of products and services are available to deliver on the firm’s mission to create wow client experiences across all markets in the firm.

 

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Tax, Audit & Accounting

We’re committed to helping you not only stay in compliance with the law, but also take maximum advantage of every opportunity that comes your way. Our tax, audit and accounting solutions are customized to meet your needs today, and then adjust as you grow.

// EXPLORE TAX, AUDIT & ACCOUNTING

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