Chad joined The Bergstrom Group at Focus Financial Network in 2008 and brings more than 30 years of experience in the financial services industry to the team. He is an Accredited Wealth Management Advisor® (AWMA) and specializes in addressing the complex financial issues faced by higher net worth clients.
As a partner in our 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.
Chad and his wife Cathee have one adult son, and he enjoys spending time with his family, boating on the St. Croix River, restoring classic cars and pheasant hunting with his dogs.
Services & Experience:
I specialize in working with people who are in retirement or approaching retirement supporting them in creating strategies to reduce risk in their portfolios and generate income. Many people that are retiring or are retired have an array of financial professionals they work with (accountants, attorneys, insurance agents, and stock brokers) that do not coordinate services or strategies creating financial efficiencies. My job, as their financial advisor, is to assess and evaluate all of these aspects of their financial picture.
After understanding the goals of my clients, I recommend, help them decide on, and implement strategies on the best way to help achieve their goals. I implement these suggested strategies through a financial planning process which can include: asset management services, retirement timing issues, portfolio income generation, stock options and deferred compensation strategies, gifting, insurance, estate planning, nursing home attachment, asset ownership issues, income tax reduction issues. This process, in most instances, may result in a more comprehensive coordination of services which usually results in financial efficiencies and cost reductions.
In summary, I support my clients through three phases: First, I assess, analyze and evaluate all pieces of their financial picture and develop a financial plan with a strategy. Second, I support in the implementation and execution of the plan we have agreed upon. Third, I continue to monitor and track their financial plan. I use my independent status to gain access to what I think are among the best products in the marketplace to help achieve my clients objectives.
Minneapolis MN 55413