Hi, we're BerganKDV
Wealth Management, LLC
It's customary to tell you all about us in this portion of our website. If we were going to do that, we'd tell you about how we were born out of a traditional CPA firm and we focus on marrying investment management, tax planning, risk management and estate planning.
But, you know what we're more interested in? Learning about you, how we can help you plan for the future, but also make the most out of your life today.
Eliminate the “What Ifs”
Economic insecurity can make even the most seasoned investor nervous. We want to help put those worries to bed.
Our free portfolio stress test is designed to zero in on the scenarios that your portfolio is particularly vulnerable to. We can then use this data to determine what investments are likely to perform best under a given scenario.
Individual & Family Solutions
Matt provides financial planning and investment guidance to individual wealth management clients. He also works with the retirement planning teams to provide investment due diligence for corporate retirement plans.
Paul serves as the relationship manager focused on bringing together a client’s financial world. He specializes in financial and estate planning, accounting, investments and insurance.
Retirement Plan Advisor
Cami’s extensive experience within the retirement planning industry allows for a unique and creative approach to design plans that align with corporate goals and objectives.
Director of Family Office
Will works closely with successful business owners and high net-worth families to understand their priorities and goals and develop a comprehensive strategic vision for their wealth.