Bergland Wealth Management, Inc.

Overview

Bergland Wealth Management, Inc. is an independent, owner-operated registered investment adviser that manages fee-based portfolios for individuals, families and institutional clients. The firm combines financial planning and portfolio management with the authority to select third‑party managers, positioning itself as a capital allocator rather than a simple execution shop. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers and the publication of client-facing periodicals or newsletters. Fee arrangements include both percentage-of-AUM billing and fixed fees for advisory or planning engagements. The firm is not an active ESG investor and operates within a single state jurisdiction. Bergland Wealth Management, Inc. was recognized by FA Magazine as a Top RIA Firm in 2020.

Assets & Accounts

Investments & Alternatives

Location & Offices