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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

  • Education planning
  • Retirement Planning
  • Banking and cash management
  • Income strategy
  • Workplace benefits
  • Social security strategy
  • Medicare and health insurance
  • Personal risk assessment
  • Asset allocation
  • Asset location
  • Concentrated stock positions
  • Stock options and RSU strategy
  • Legacy asset analysis
  • Analysis and policy review
  • Property and casualty insurance
  • Life insurance
  • Disability insurance
  • Long-term care insurance
  • Wealth transfer
  • Review and coordination of will, trust, powers-of-attorney, healthcare directives
  • Gifting strategies
  • Asset titling
  • Beneficiary designations
  • Yearly tax planning
  • Tax bracket management
  • Gain/loss tolerance
  • Tax efficient saving strategies
  • Education planning
  • Charitable gifting strategies
  • Roth conversions
  • RMD planning

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



Meet the Talented Team Behind BerganKDV Wealth Management

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.


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