"Please complete the following form to request an appointment and a member of our staff will contact you."
We are committed to our clients. As a small, privately owned, independent advisory firm, we offer a high level of personalized service which is hard to find in a large, diverse organization.
Our role is to manage our clients' wealth. As an independent organization, Bergin Wealth Management LLC, offers unbiased advice without conflicts of interest. We are responsible to our clients, not a corporate head office or shareholders.
We utilize a wide selection of professional portfolio managers with varying styles and methodologies along with an array of portfolios ranging from Conservative to Aggressive to match the investment needs and risk tolerance of any client.
Use the form below to request an appointment online or you may call us directly at (210) 265-1344.
Our mission is to provide comprehensive wealth management demanded by our clients with significant financial worth. We do this by providing expert financial advice together with exemplary client service. We listen to the people who matter most: OUR CLIENTS.