San Diego Office
600 West Broadway,
"Someone is sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffett
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.
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.
pre & post
We create financial strategies tailored to your goals.
Unlike many advisors, von Berge Wealth Management does not accept sales commissions; instead, we charge a reasonable fee for our advisory services.
As fiduciaries, we are required to act in each client’s best interest, and place client interests first and foremost, always.
It's more than just investing successfully- our goal is to understand the big picture.
Our Experienced Team Can Help!