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Comprehensive Wealth Management Services

The Bergstrom Group specializes in retirement and estate planning for higher-net worth individuals and focuses on generating income from your investment portfolios. We help you understand when you can retire and how much you will need for the lifestyle you desire. Our advisors provide guidance through a personalized financial plan and investment strategy designed to help you meet your personal and financial goals. 

Our commitment to focus on our clients’ best interests and provide superior customer service has consistently been recognized by the Minneapolis/St. Paul Business Journal as one of the top 25 wealth advisors in Minnesota.*


comprehensive financial service meetingWe provide you with comprehensive wealth management services, specializing in retirement and estate planning for higher-net worth individuals.


chess strategy customizedWe design a customized investment management strategy and individualized plan to help you achieve your personal and financial goals. 


confident retirementOur strategy gives you confidence, knowing our experienced and dedicated team is proactively managing your portfolio.

Meet Our Team

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