Create an Investment Plan to Achieve Your Goals

In a few minutes you'll have a better understanding of how to create an investment plan to help you accomplish goals.

// CREATE YOUR PLAN

WEBINAR: Navigating the Critical Planning Events Before and After Retirement

// WATCH NOW

Wealth Management

Solutions for the Financial Complexities Created by Your Success

Managing your wealth effectively is one of the most meaningful responsibilities you can undertake on behalf of yourself and your family. It can also be one of the most complex, requiring insights into a variety of financial, investment, and risk management strategies and products — not to mention, continually changing tax laws.

 

Sustainable Wealth: Earn it. Grow it. Enjoy it.

At BerganKDV, we recognize that there are many investment and wealth management solutions, appropriate for a wide range of needs. Our philosophy is to find and customize the strategies that work best for you, based on a detailed understanding of your needs and other factors. One aspect that makes us different from many firms is that because we grew out of a CPA firm, our solutions seamlessly combine sound investment principles with tax-advantaged investment strategies.

Our expert team includes both Chartered Financial Analysts as well as Certified Financial Planners, allowing us to go far beyond basic investment strategies. Whether you’re looking to plan for retirement, fund a child’s education, or build a legacy for your heirs, we’re here to guide you every step of the way. Our comprehensive wealth management solutions address the five pillars of your financial well-being:

  • Financial Planning
  • Investment Planning
  • Risk Management & Insurance
  • Estates & Trusts
  • Tax Planning & Coordination

Clarity, comfort and confidence.

Working with BerganKDV wealth advisors will provide you with complete wealth management solutions — and peace of mind in knowing that your wealth is being managed the right way. We are committed to doing what’s right and putting our clients first. Come experience the difference.

// Start Here
image

You've Earned It. Now What?

Our process was developed to ensure confidence, comfort and clarity when it comes to your financial future.  View our service guide to learn more.

// Download Now

WHAT OTHERS ARE VIEWING

The SECURE Act and Your Retirement Plan: Five Things IRA Investors Need to Know

The SECURE Act and Your Retirement Plan: Five Things IRA Investors Need to Know

January 15, 2020 Sam Rouman, CFP®, CLU, ChFC, AIF®
Wealth Management Quarterly Market Update: January 2020

Wealth Management Quarterly Market Update: January 2020

January 08, 2020 BerganKDV Team
Insurance Coverage for a Home Owned By A Trust – Keep Your Insurance Agent in the Loop

Insurance Coverage for a Home Owned By A Trust – Keep Your Insurance Agent in the Loop

January 02, 2020 Sam Rouman, CFP®, CLU, ChFC, AIF®

Meet Matt Cosgriff, Wealth Management Solution Leader

Matt leads the wealth management solution team which helps both private clients and businesses to develop financial plans to help individuals accomplish their goals. As the wealth management solution leader, Matt 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.

 

Check this out next

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

Create an Investment Plan to Achieve Your Goals

In a few minutes you'll have a better understanding of how to create an investment plan to help you accomplish goals.

// CREATE YOUR PLAN

WEBINAR: Navigating the Critical Planning Events Before and After Retirement

// WATCH NOW