Berg Wealth Management Group

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.


Brad Berg

Brad Berg


Private Wealth Advisor

Franchise Owner
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Alex Bueno

Alex Bueno


Associate Financial Advisor

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Kelly Brunton

Kelly Brunton

Operations Manager

Roles & Responsibilities

  • Coordinate daily office operations
  • Acting as a liason to answer client questions
  • Interacting with clients to ensure accurate account applications
  • Conducting transaction requests as directed by advisor
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Carol Holtzhouse

Carol Holtzhouse

Client Service Coordinator