Comprehensive Financial Planning
High-Net-Worth Retirement Planning
About the Senior Financial Advisor
As a Partner in The Bergstrom Group’s Comprehensive Wealth Management Services team, Chad is responsible for managing client relationships, developing customized and comprehensive financial plans, implementing tax management strategies, providing tailored and simplified estate planning, and managing income and growth investment strategies.
He focuses on serving high-net-worth clients, who are in retirement or approaching retirement in Minneapolis, MN.
Chad serves his clients by helping them decide on and implement strategies on the best way to achieve their goals.
Education and Designations
- University of St. Thomas, Bachelor’s Degree, Business/Finance
- AWMA® – Accredited Wealth Management AdvisorSM
Chad enjoys spending time with his family, boating on the St. Croix River, classic cars, and pheasant hunting with his dogs. He and his wife, Cathee, have one son.