Karolina Simmons - Morgan Stanley

Always act in the best interest of the client. Treat clients as you'd want to be treated. Do what you say you will do.

Bergland Wealth Management Inc. is an independent, fee-only registered investment adviser located in Ridgeland, MS, dedicated to providing personalized financial planning and investment strategies for clients across the country. Their approach focuses on understanding clients' unique goals and priorities, ensuring that all recommendations prioritize the clients’ best interests with an emphasis on achieving financial peace of mind. Specializing in serving busy professionals and retirees, Bergland Wealth Management fills a vital niche for individuals seeking comprehensive financial organization and strategy. By partnering with clients to craft long-range holistic lifestyle plans, they aim to guide individuals toward realizing their ideal life without the pressure of sales-driven financial products. Generated from the website

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through an expansive range of services, we work with clients at every stage, helping them control their financial future. We are dedicated to fostering meaningful growth for our clients. Our fiduciary advisors work collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.