Bergh Tatomir & Associates

Our Vision and Mission

At Bergh Tatomir & Associates, our vision is to empower individuals and families to achieve their financial goals by providing personalized financial planning, guidance, and support. Our mission is to build long-term relationships with our clients by understanding their unique needs, goals, and aspirations, and to help them navigate life's financial journey with confidence and peace of mind.

Our Story

Bergh Tatomir & Associates was founded in 1998 by Brad Bergh and Darryl Tatomir, two experienced professionals who shared a passion for helping individuals and families achieve their financial objectives. With a deep understanding of the financial planning industry, Brad and Darryl brought together their combined strengths to create a boutique financial planning firm that would focus on delivering personalized service, tailored solutions, and exceptional results.

Our Services

At Bergh Tatomir & Associates, we specialize in providing expert financial planning, risk management, and wealth management services to individuals, families, and business owners. Our services include:

Financial Planning

We help you create a personalized financial plan that aligns with your goals, values, and priorities. Our financial planning process involves a comprehensive assessment of your financial situation, identification of your financial goals, and the development of a tailored strategy to achieve those goals.

WealthMAP Strategy

Our WealthMAP strategy is a customized financial planning approach that helps you achieve your financial objectives by creating a portfolio reflective of your goals, forecasting your financial future, and reviewing and revising your plan as life changes occur. Our WealthMAP process includes creating an individually designed portfolio, financial forecasting, financial modeling and scenario reviews, risk management solutions, and measurable timelines and milestones.

Insurance Planning

We help you develop a comprehensive insurance strategy that protects your assets, income, and loved ones. Our insurance planning services include individual and group life insurance, disability insurance, long-term care insurance, and business insurance solutions.

Investment Planning

We offer a range of investment planning services, including portfolio management, investment advice, and retirement planning. Our investment planning approach is tailored to your risk tolerance, investment goals, and time horizon.

Business Planning

We provide business planning services to help you achieve your entrepreneurial goals. Our business planning services include business valuations, succession planning, and exit strategies.

Estate Planning

We help you create an estate plan that reflects your wishes and ensures the smooth transfer of your assets to your loved ones. Our estate planning services include wills, powers of attorney, and trusts.

Partnership

At Bergh Tatomir & Associates, we believe in the power of partnership. We work closely with our clients to understand their financial goals and objectives, and we provide regular updates and reviews to ensure your plans evolve alongside your life changes.

Get Started

At Bergh Tatomir & Associates, we are committed to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a more secure financial future.