Bergland Wealth Management

We Chose A Different Path

BWM is focused on making as great of an impact on your life as possible. Our calling is to help you live your Ideal Life. We quickly realized that we could not achieve this goal by being all things to all people. As a result, we engage you in a mutual due diligence process to ensure that we are a good fit for both you, and that you, likewise, are a good fit for us.

To achieve our goal of helping you live your Ideal Life, we place significant value on communication and client service. Our team based approach utilizes two NAPFA-Registered Financial Advisors and three assistants. Technology plays an important role in our practice, as we are able to "virtually" service clients across the states from anywhere in the world.

Our Mission

Our mission is to partner with you, as your guide and educator, and help you achieve your Ideal Life by functioning as your Chief Financial Officer in a fiduciary capacity.

The Bergland Epiphany

In 1982, during a fact-finding session with a client, John E. Bergland, Jr. (then an insurance agent) had an ah-ha moment. He realized that individuals do not need someone to simply sell them commission-driven products: life insurance policies, stocks, bonds, or mutual funds. Rather, they need someone to help them take an inventory of their life, then stand in their shoes and show them their wisest, most prudent course of action. He knew then and there, that was his calling and that’s what the Lord had put him on earth to do. And he’s been doing it with great passion ever since.

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Bergland Wealth Management, Inc. is a registered investment adviser, duly registered with the State of Mississippi 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 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 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.