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.


 

 

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

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.

More Calculators →

Insurance for Your Whole Life

If your situation calls for life insurance coverage that extends beyond your working years, it might be time to consider whether permanent life insurance would be appropriate.

Help Your Family Help You

Obviously, most of us prefer to keep our personal finances personal, but opening a discussion about family finances could help prevent headaches and challenges when difficulties strike.

Going Global

International funds enable investors to diversify not only across industry sectors but national borders as well. Despite this benefit, international mutual funds come with additional risks that should be considered carefully.

A Long Look at the National Debt

To better comprehend the size and scope of the national debt, it helps to measure it against the size of the overall economy.

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