Sherpa
Guided wealth
Financial success is like navigating a challenging mountain — it requires a qualified guide.
We offer experienced counsel to help you navigate your path to 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 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
Founder
[email protected]
360-461-8338
With over 17 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 18 years and their three daughters. Whether it’s cheering them on at volleyball games, cooking family dinners, or making memories 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 and serving his community.
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.
