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von Berge Wealth Management

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.

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Meet the Team

Independent

Unlike many advisors, von Berge Wealth Management does not accept sales commissions; instead, we charge a reasonable fee for our advisory services.

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Clients First

As fiduciaries, we are required to act in each client’s best interest, and place client interests first and foremost, always.

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Comprehensive

It's more than just investing successfully- our goal is to understand the big picture.

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Wealth Management

Financial Planning

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Financial planning is the roadmap to a secure and fulfilling life, according to YOUR definition. We consult, but most importantly, we listen.

Investment Management

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We believe long-term investing in an appropriately diversified portfolio is one of the proven ways to successfully grow wealth.

Retirement Planning

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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.

Who We Serve

We provide comprehensive financial solutions for entrepreneurs, investors, professionals and, retirees.

By working together, we gain a clear understanding of your challenges and opportunities.

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Individuals & Families


investors

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Businesses


entrepreneurs

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Professionals


physicians

Retirees

Retirees


pre & post

Get in Touch

von Berge Wealth Management
600 W Broadway, Suite 2625, San Diego, CA 92101 | Get route
(619) 343-2913 | info@vonbergewealthmgt.com


complimentary 'get acquainted' meeting