Why Choose Us
Independent and flexible.
We understand that no two clients are alike.
By providing broad investment solutions for individuals, families, professionals, retirees, and small to mid-size businesses, we can help our clients achieve their financial goals with detailed financial planning and efficiently-built, customizable portfolio construction. In a rapidly changing investment advisory industry, von Berge Wealth Management’s focus is always to be a leader in innovative ideas and performance, while blending cutting-edge technology with sophisticated investment advice.
Boutique Client Service Approach
We treat you like family because to us; you are family.
Our approach is not just a tagline. While other firms have supplanted customer service with technology and social media sound bites, we collaborate as a team, to be the person on the other end of the line. At von Berge Wealth Management, our clients feel as if they are part of our family because to us, they are family. We aim to provide a client experience that is second to none, and are proud of our high client retention rates; we pride ourselves on service and discipline.
We act in our clients’ best interest, always.
Our fiduciary duties require us to place our clients’ interests first and foremost, always. We are transparent – we disclose all fees, investment costs, and potential conflicts of interest. Our clients deserve this, and we wouldn’t have it any other way. It is our pleasure to be your partner, in this journey called life.