Welcome to Winegar Berg Wealth Management
Powered by LPL Financial and founded by Ed Winegar and Gregory W. Berg, CRPC®, CPFA®, CPWA®
Experienced Financial Advice
Our team of financial advisors leverages a combined 52 years of experience to support your financial goals.
Your goals are our team's priority. Schedule time to work with our team of professionals.
We work with families, professionals, and business owners who are seeking guidance in building and preserving wealth through investment and risk management.
Our clients' financial goals are our priority. When working with our team, you can expect a proactive and collaborative approach to mapping out a financial strategy suited to your needs.
We work closely with our clients and build strong relationships by communicating regularly and adjusting our map to support their individual financial journeys accordingly.
When you partner with a member of our team, our experienced financial advisors will work with you to delve deep and guide you every step of the way. We are committed to building strong relationships and communicating regularly as you navigate life's ever-changing landscape.
A sound financial strategy doesn't stop once you retire. In fact, during retirement, it's more important than ever to work with a financial professional to ensure that your investments can sustain the life of your retirement and beyond. Our team has expertise in retirement strategy and estate planning services and are eager to support you along your financial journey.
Vice President, Financial Advisor
Client Service Associate
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Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.