Bergland Wealth Management, Inc.

Bergland Wealth Management

It's not about your money. It's about living your ideal life.

Bergland Wealth Management provides Fee-Only, fiduciary, comprehensive financial planning as an integral part of your Total Wealth Management. Our mission is helping you fund your dreams and live your Ideal Life. Partnering with you as your personal Chief Financial Officer in a fiduciary capacity, we empower you, and a finite group of Ideal Clients, to live your Ideal Life. As your partner and advocate, we serve as your guide and educator having only your personal, unique, best interests at heart.

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Bergland Wealth Management, Inc. is a registered investment adviser, duly registered with the State of Mississippi and the State of Louisiana in accordance and compliance with applicable securities laws and regulations. In that the firm may only transact business in states in which it is properly registered as an investment adviser or in which it is exempted or excluded from the registration requirement, only residents of the State of Mississippi, the State of Louisiana, and those states with an established de minimis rule may receive investment advisory support services accordingly from Bergland Wealth Management, Inc. Bergland Wealth Management, Inc. does not render personalized investment advice over the internet. In no event shall the presence of this website on the internet be interpreted or construed as a solicitation to provide investment advisory services outside of the State of Mississippi, outside of the State of Louisiana, or outside of those states with an established de minimis rule regulating the sole and exclusive jurisdiction in which Bergland Wealth Management, Inc. is registered as an investment adviser. In the future, should Bergland Wealth Management, Inc. seek to solicit investment advisory clients in states outside of the State of Mississippi, State of Louisiana, or those states with an established de minimis rule, an investment adviser registration would first be procured by the firm in such state or states outside of the State of Mississippi, State of Louisiana, or those states with an established de minimis rule.