Voyage Wealth Architects
Jesse Bergland, CFP®, RICP®, CLU®, ChFC®, CAP®, is a Co-Founder & Partner at Voyage Wealth Architects. Jesse specializes in complex financial planning topics and has extensive experience in wealth management. Jesse is also a member of the 3M Open Pioneer Club and has a background in leadership roles within various organizations. Their education includes degrees in finance and entrepreneurship from the University of Minnesota and certifications in financial planning.
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Voyage Wealth Architects
At Voyage Wealth Architects, it’s not just about reaching your retirement destination, but instead, it’s about the journey of putting the right pieces in place to help you build and leave your legacy. We are passionate about making financial planning a collaborative and ongoing process, taking into account all facets of wealth management – investing in the right portfolio, managing tax implications, designing insurance plans that meet your needs, evaluating estate and business plans and more. We will work with you to define what is important in your life, both now and in the future, so you can be confident that the financial plan you put in place is based on your voyage, not someone else’s. That way you can live more and worry less. See important disclosures at www.voyagewa.com/disclosures NM social media guidelines: https://www.northwesternmutual.com/social-media-guidelines Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by Northwestern Mutual Investment Services, LLC. See important disclosures at: www.voyagewa.com/disclosures