San Diego Office
600 West Broadway,
Von Berge Wealth Management, offers a distinct alternative to many other modes of investment management brokers, bank trust departments and mutual funds. We believe our approach is effective due to our size, ease of accessibility, and freedom from many of the sales considerations of many other investment management providers. We are not paid to sell any particular investment solution or concept. As fiduciaries, all investment recommendations and actions are constructed with our client's financial well-being in mind.
We recognize that each client has individual objectives and concerns that call for a particular investment strategy. Our first responsibility is to develop clear and realistic goals with our clients, based on collaboration, and an understanding of their individual financial situation, risk limitations, and return expectations. At the outset, we seek to understand each client's total financial picture, before developing a strategy for the assets entrusted to our management. Only in this way can our participation be meshed with the other decisions clients make regarding their finances.
Once the client-advisor relationship commences, we provide full-time management of assets. We encourage periodic review meetings as well as frequent informal communication, and we strive to be continually accessible.