Sherpa guided wealth
At Sherpa Guided Wealth, we firmly believe that financial success is not a matter of luck but a well-planned journey. Our mission is to provide strategic counsel, tailored solutions, and unwavering support to empower our clients in navigating their path to financial prosperity.
Our services
FINANCIAL PLANS
Together we will identify your most important goals and dreams and build and implement a financial plan to help you pursue them.
INVESTMENT MANAGEMENT
Each year, we’ll meet to collaborate and ensure that your investments align with your goals.
RETIREMENT PLANNING
We’ll evaluate your present financial status, envision the retirement lifestyle you desire, and explore the multitude of available options.
TERM LIFE INSURANCE
It’s crucial to plan for the future of both you and your loved ones. Together, we’ll determine your insurance requirements.
COLLEGE PLANNING
If you have aspirations of funding a loved one’s college education, we’ll develop a comprehensive plan that incorporates specific goals for higher education expenses.
ESTATE PLANNING
Assisted by your Estate Attorney, we’ll outline an investment strategy tailored precisely to address your estate planning requirements.
TAX PLANNING
In collaboration with your Tax Advisor/CPA, we’ll craft an investment portfolio designed to align with your tax considerations and objectives.
Sherpa Guided Wealth offers financial advisory services tailored to the distinct requirements of every client, whether they’re individuals, families, or small business proprietors. With a personalized touch and robust capabilities, we deliver tailored investment solutions and comprehensive, diversified financial strategies for the long term.
Travis Berglund
BIO
Jason Berglund
Meet Jason, a dedicated financial advisor based in Sequim, Washington. With two wonderful daughters and a loving wife by his side, family is at the core of his life. Beyond the office, you’ll often find him indulging in his love for fishing and camping, relishing the tranquility of nature.
Driven by a genuine desire to make a positive impact, Jason channels his passion for helping others into his work. Specializing in investment management and financial planning, he guides his clients towards secure and prosperous futures. With personalized strategies tailored to individual needs, he empowers his clients to navigate the complexities of finance with confidence.
With Jason as your advisor, you not only gain a knowledgeable professional but also a trusted partner committed to seeing you thrive. Whether it’s building wealth, planning for retirement, or safeguarding your family’s future, he’s dedicated to guiding you every step of the way.
Brad Martin
As the office manager at Sherpa Guided Wealth, Brad Martin wears many hats, including overseeing administrative tasks and supporting the team’s operations. Alongside his responsibilities, Brad is dedicated to advancing his career in the financial industry by studying for the Series 7 and 66 examination. This rigorous certification will further enhance his knowledge and qualifications, enabling him to provide even more comprehensive support to clients and colleagues alike. Residing in the charming town of Sequim with his wife and four children, Brad exemplifies a commitment to personal growth and professional development while maintaining a healthy work-life balance.
We’re invested in you
We’ll collaborate closely with you, and if necessary, your other professional advisors, to choose the service that aligns perfectly with your needs. Drawing on our investment expertise and experience, we’ll customize the selected service to fit your individual circumstances and goals precisely.