Wells Fargo Advisors

Berg Salus Wealth Management Group was formed to provide Independent, Objective, Unbiased comprehensive wealth management services to a select group of clients.  We continue to focus on serving some of the most successful individuals and families in the United States.  In addition, we provide corporations and institutions with retirement-plan and pension consulting services.

We have over 50 years of combined experience helping our clients achieve their financial goals. We use a disciplined investment planning process to help identify the unique needs of each client, developing a custom-tailored plan to help our clients structure balanced portfolios to meet their specific financial objectives.  We feel this experience gives us the necessary knowledge to shepherd our clients through the lifelong and ever changing world of investments and planning.

In a time when investment transactions have become a commodity and financial information overwhelming, it is more important than ever to seek sound financial advice.  We offer guidance when you need help making intelligent investment choices.

Backed by the resources of one of the nations largest brokerage firms, we use advanced technology and conservative investment products and services to help our clients reach their financial dreams.

Welcome to our Web site, where you'll find a wealth of information about our capabilities and how we can help you reach your financial goals. In addition, our site offers a wide variety of useful information, including calculators, articles, a portfolio tracker, and more.

We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation.

We created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.

We're here to help educate you about the basic concepts of investment planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data.

We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information and we wouldn't want you to miss any developments in the area of personal finance.

 

 

Dan Kraus is a Financial Advisor with Wells Fargo Advisors, LLC.  However he is not an official Member of the Berg- Salus Wealth Management Group


 

 
Calculators

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

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Newsletters

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

ETFs for the Conservative Investor

The number of exchange-traded funds has grown rapidly in the last decade. Total ETF assets exceeded $1 trillion in March 2011, an increase of more than $200 million over the previous year. This article explains the potential benefits of ETFs and why some of them might appeal to the risk-averse.

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