Broker Check

Wealth Management, Simplified


Team Members


Years of Combined Experience


Unified Approach

Meet Your Wealth Management Partners

Meet Your Wealth Management Partners

The cornerstone of our financial planning philosophy is getting to know as much as possible about you, your dreams and preferences. From there, we work together to build a financial plan and investment portfolio designed to meet your objectives.

Our strong commitment to exceptional service and putting your best interest ahead of our own drives our practice at Baird. With your trusted partnership, we can do what is right for you and your family, business, or organization.

Jeffrey Berger, Director & Financial Advisor
Kim Wren, Financial Advisor

We Stay Focused on Market Trends, so You Don't Have To

What's on Your Mind?



  • Portfolio Management
  • Risk Tolerance Assesment
  • Asset Allocation Review
  • Monitoring & Rebalancing
  • Annual Portfolio Review


  • Lifetime Income Plan
  • Social Security Analysis
  • Medicare Analysis
  • Investment Management
  • Estate & Tax Review
Estate & Tax

Estate & Tax

  • Trust Planning
  • Estate Plan Reviews
  • Tax Planning Reviews
  • Long-Term Care Planning
  • Family Gifting Strategies
<em>Timely Insights for Your Portfolio</em>

Timely Insights for Your Portfolio

Strategas is an independent Baird affiliate and the firm’s premier provider of macroeconomic research, government policy insights, and investment strategy.

Strategas' Market Strategy Weekly provides timely economic perspectives to help you better understand what’s happening in the world today and what it means for your portfolio and financial plans.

Your Goals are Our Mission.

Time for a Second Opinion on Your Portfolio?

Time for a Second Opinion on Your Portfolio?

Over time, it's common for your investments to drift out of alignment with your goals. Contact us for a review of your investment portfolio and insights on how to stay on track during volatile market conditions.

Contact Berger Wealth Services

Thank you!