Bergland Wealth Management

Our Fee Sets Us Free

Bergland Wealth Management (BWM) is a family owned, Fee-Only, comprehensive wealth management firm. As a Fee-Only firm since 1985, we act in your best interest at all times. Why? Because there is no incentive for us to do anything other than act in your best interest.

BWM does not work for, receive money from, or pay money to banks, broker-dealers, or insurance companies. All money received and earned comes from you, the client, without exception. There are no hidden fees and our process is fully transparent.

Three Stages Of The Bergland Experience

Individuals who are unaccustomed to working with a Fee-Only fiduciary, like Bergland Wealth Management, typically experience the following sequence of events over the first 24 months of our partnership:

You are Different – “You do what we have been looking for!”
Value Realization – “Hiring you was the best thing we ever did.”
Advantage Admission – “You know, you really don’t charge enough.”

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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.