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.
Create an investment plan to achieve your goals
Answer a few short questions, choose your objective and go through the steps to get a better understanding of how to create an investment plan to help you accomplish goals.
Individual & Family Solutions
Retirement Plan Advisor
Matt assists plan sponsors mitigate fiduciary liability associated with their retirement plan and helps plan participants retire comfortably. Matt also works with individual wealth management clients and spearheads Lifewise, BerganKDV’s young professional focused financial planning service.
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.
Becca specializes in wealth management, financial planning, retirement planning, education planning, and life and disability insurance. With extensive experience in insurance and financial services, clients can count on Becca to help them build and update financial plans and reach their goals.
Angie helps clients with financial planning, investment strategies, risk management and insurance, and estate planning. Her clients appreciate her big picture thinking and her ability to explain technical terms and practices in an easy to understand way.