Scott joined The Bergstrom Group at Focus Financial Network in 2017 and brings more than 20 years of expertise in the financial services industry to the team. He is Chartered Financial Analyst® (CFA) Charterholder and has vast experience selecting stocks as a portfolio manager and investment analyst, and prior experience in personal financial planning.
As a partner in our Comprehensive Wealth Management Services team, Scott is responsible for managing and directing our investment matrix for income and growth investment strategies, managing client relationships, developing customized and comprehensive financial plans, implementing tax management strategies and providing tailored and simplified estate planning.
Scott and his wife Ann have three adult children, and he enjoys spending time with his family at home or at the cabin, golfing, running, biking, reading and following Minnesota sports teams.
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