Bergland Wealth Management

Are We A Match Made In Heaven?

At Bergland Wealth Management, we spend a lot of time and energy to determine if “the fit is right.” In other words, we seek to enter into an advisory relationship with individuals we believe will be Ideal Clients with whom we can cultivate a long term Win/Win Relationship.

Our intention is to partner with a limited number of individuals like you, serving as your guide and educator, enabling you to dream, accomplish your goals and objectives, and live your Ideal Life.

We are living ours. We can help you live yours!

It is important to note that we expect potential clients to be equally discriminating in their evaluation of Bergland Wealth Management. An Ideal Client must want to hire us as well. One of the questions we frequently ask a prospective client is “why do you want to work with us?”

With the right fit, the Win/Win relationship actually becomes a Win/Win Partnership. When this occurs, clients often make known the peace-of-mind they’re afforded and say they sleep well at night knowing they have a plan and a partner working for them as their guide and educator.

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Bergland Wealth Management, Inc. is a registered investment adviser, duly registered with the State of Mississippi and the State of Texas 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 States of Mississippi and Texas 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 or Texas 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 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 or those states with an established de minimis rule.