Sherpa Guided Wealth
Your trusted guide on the path to financial freedom.
Our Services
FINANCIAL PLANS
Together we will identify your most important goals, then build and implement a financial plan to help you pursue them.
INVESTMENT MANAGEMENT
Each year, we’ll meet to collaborate with the goal of ensuring that your investment strategies 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 STRATEGIES
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 with the goal to align with your tax considerations and objectives.
FINANCIAL PLANS
Together we will identify your most important goals, then 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 provides custom financial advisory services
to meet the individual needs of every client.
Travis Berglund
travis.berglund@lpl.com
360-461-8338 (Voice Only)
With over 19 years as an independent financial advisor, Travis is passionate about helping clients navigate their financial path with clarity and confidence. He is dedicated to tailoring strategies that fit each client’s unique needs. His expertise in risk management and customized portfolio design ensures every decision is made with care and purpose.
Outside of work, family is at the heart of everything Travis does. He loves spending time with his wife of 20 years and their three daughters. Whether it’s cheering them on at volleyball games, cooking family dinners, or traveling together, they are his greatest joy.
He can often be found soaking up the beauty of the Olympic Peninsula, where he loves hunting, fishing, and hiking the Olympic Peninsula.
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.
