von Berge Wealth Management is an Independent, Investment Advisory Firm located in San Diego, CA. We specialize in comprehensive wealth management and personal financial planning for individuals, families, small business owners, professionals, and retirees.
Unlike many advisors, von Berge Wealth Management does not accept sales commissions; instead, we charge a reasonable fee for our advisory services.Read more
As fiduciaries, we are required to act in each client’s best interest, and place client interests first and foremost, always.Read more
It's more than just investing successfully- our goal is to understand the big picture.Read more
Financial planning is the roadmap to a secure and fulfilling life, according to YOUR definition. We consult, but most importantly, we listen.
We believe long-term investing in an appropriately diversified portfolio is one of the proven ways to successfully grow wealth.
It is possible to know today, the amount of savings needed monthly to achieve the retirement of your desires, and to know if you are on track to achieve your goals.