Sherpa
Guided wealth
Financial success is like navigating a challenging mountain.
It requires a clear path, smart decisions, and above all, a trusted guide.
Strategic counsel to empower you in navigating your path toward financial prosperity.
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 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.
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 offers financial advisory services to meet the distinct requirements of every client, whether they’re individuals, families, or small business proprietors.
Travis Berglund
Travis Berglund
[email protected]
360-461-8338
With over 17 years of experience as a dedicated independent financial advisor, Travis is committed to serving his clients with personalized guidance throughout their financial journeys.
Travis specializes in risk management and customized portfolio construction, always tailoring his advice to meet the unique needs of each client. Whether you’re starting out or planning for retirement, Travis is focused on crafting strategies that align with your aspirations and protect your financial well-being.
In addition to his work in finance, Travis is passionate about giving back to his community. He actively supports local non-profits and organizations, embodying his belief in service beyond the financial realm. When not assisting clients, he enjoys spending time with his wife, Crystal, and their three daughters—Kenzie, Sophia, and Natalie.
Jason Berglund
[email protected]
360-461-3394
Meet Jason, a dedicated financial advisor based in Sequim, Washington. Jason recently joined Sherpa Guided Wealth after 12 years working in private and public accounting. He obtained his CPA license in 2021 and is currently a candidate for CFP® certification.
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 comprehensive financial planning, Jason guides his clients towards a secure and prosperous future, empowering them 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
[email protected]
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.
Our strategic alliances with Financial Advocates and LPL Financial allow us to access an array of product options, giving us the tools necessary to implement a plan built for you.
