BERGER WEALTH MANAGEMENT, LLC
NAPLES, FLORIDA

BERGER WEALTH MANAGEMENT, LLC, formerly known as BERGEN WEALTH MANAGEMENT, LLC, is a financial services firm situated at 5621 Strand Blvd, Naples, Florida. Incorporated on April 8, 2015, and operational under the status of Florida.Models.Dos.FloridaCompanyStatus, the company offers comprehensive wealth management services focusing on insurance, investing, retirement planning, estate strategies, and wealth preservation. Recognizing the importance of a proactive approach to personal finance, BERGER WEALTH MANAGEMENT aims to educate clients about financial management concepts and provide them with valuable insights into market data. Their primary goal is to assist individuals in achieving their financial aspirations through collaboration with skilled professionals. With its headquarters located in Naples County, Florida, under the state’s designation as FLAL, the company has established a reputation for empowering clients to make informed decisions regarding their wealth management strategies. The firm maintains open communication channels at (239) 572-3720 and (314) 342-4051. Jamie Berger serves as the Manager of BERGER WEALTH MANAGEMENT and is an integral part of its leadership team, ensuring that client needs are met with expertise and personalized solutions. Notably, their online presence can be accessed through bergenwealthmanagement.com, where they provide easy access to resourceful content about wealth management practices. In recent developments, the firm updated records with a name change in April 2021 and filed its last annual report on February 7, 2024. Holding the Fei Number: 45-3672866, BERGER WEALTH MANAGEMENT exemplifies stability and dedication to client success within the financial advisory space.