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BerganKDV

What's it like to have BerganKDV
Wealth Management on your side? 

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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.

Contact an Advisor!

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.

Take Our Free Risk Analysis Survey

We solve the financial complexities
created by your success.

Financial success creates complexities.  BerganKDV is here to help our clients navigate those complexities. Learn what it’s like to work with BerganKDV Wealth Management.
Check the background of this firm on FINRA’s BrokerCheck.

Business Solutions

Our Team

Here are a few friendly faces from our team!

View the wealth management team

Matt-Cosgriff_MF_624x624

Matt Cosgriff

Wealth Advisor

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.

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Paul Radeke

Partner

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.

Cami Peterson

Cami Peterson

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.

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Will Hahesy

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.

From Our Blog

Should Investors Fear Higher Interest Rates?

Maybe higher interest rates would not be so bad for investment portfolios and the economy. It’s a thought worth exploring as the both monetary and fiscal policy under the new Trump administration seem to be pointing in that direction.

Continue reading

Treasury Bond Market Correction

It has been a very long time since investors had to reckon with a double-digit loss on long-term U.S. Treasury bonds. Yet suddenly last week, it happened.

Continue reading

Quarterly Update 

When Should Investors Sell Stocks?

Stocks performed well in 2016, posting a solid second
half after starting the year on the back foot. In almost
a mirror-image, bonds faded in the second half after a
strong start to the year.

Continue reading

 

Markets Often Discount Surprises Rapidly

It would be an understatement to say that Donald Trump’s election to be the 45th President caught many people by surprise. Financial markets would be no exception.

Continue reading

Contemplating a change?

If you’re looking for a true partner to help you meet your financial goals, consider BerganKDV Wealth Management. Whether you’re looking to fund a child’s education, plan for retirement or build a legacy for your heirs, we’re here to guide you through the process.

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