Dan Berve
Financial Consultant -
As a key member of our team, Dan works closely with our clients to understand their financial goals and helps them put the necessary structures in place to achieve them. His core values of teamwork, integrity, servant leadership, and appreciation are reflected in his approach to providing personalized financial solutions to each client. Dan is passionate about making a positive impact on people's lives, and he is committed to using financial planning to help clients achieve their dreams. For Dan, financial planning has the power to change lives and shape the future for families, making it an essential tool for anyone seeking financial freedom.
Wealth Isn’t A Destination. It’s A Mindset.
Whether our clients come to us with a clear vision for the future they intend, or just an idea about what it could be, we help them define that vision and understand how interdependent every financial decision is to making that future a reality.
WealthBridge FORMula
VisionPoint’s WealthBridge FORMula is a tested, disciplined process designed to help our clients articulate what matters to them and align our subject matter experts so everyone is focused on how to help achieve that vision.
Aligned Values
WealthBridge works because it’s built on the vision and values of each individual client. When those two things are congruent and completely aligned, financial independence ceases to be a dream, and becomes a very real possibility.
Collaborative Impact
Our clients recognize the value of leveraging the interdependence of every financial decision. VisionPoint facilitates an integrated view to a client’s financial decisions with aligned partners and close collaboration.
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