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Our Values

The Bergland Wealth Management mission is: to make a tremendous impact in our clients’ lives by helping them make informed decisions in order to maximize the probability of achieving all those things that are most important to them.

In all that we do, we uphold four key values:


We are always sincere with our clients and only recommend services or actions we believe align with their unique situation.


In upholding a high level of ethics and fiduciary responsibility, we are always truthful with our clients.


Our clients’ needs always come first. As an independent firm, we work for our clients, not product carriers or banks.


Working with us, you can feel confident knowing your information is confidentially kept between you and us.