We recently had the opportunity to sit down with Financial Advisor and intrapreneur, Matt Cosgriff, and discuss music, financial advice and what inspired him to spend a ton of energy...Read more
I was honored to speak at the recent XY Planning Network Conference in San Diego, California. And, I thought I’d share my top four takeaways with you fine people of...Read more
Lifewise was born out of a passion for helping young professionals and more importantly peers tackle their biggest financial challenges. Two years ago despite a passion for helping young professionals it...Read more
Bloomington, MN – A new financial planning solution, Lifewise, is aimed at keeping the process of financial planning simple, easy to use and focused on the consumer. Lifewise meets young...Read more
Investment Advisory and Fee-Based Planning offered through BerganKDV Wealth Management, LLC, doing business as Lifewise, an SEC Registered Investment Advisor.
3800 American Blvd. W., Suite 1000, Minneapolis, MN 55431