Raymond J. Berg
President - OMEGA Wealth Management Group (RIA)
Raymond J. Berg, President
OMEGA Wealth Management Group
Registered Investment Advisor (RIA)
As founder and President of OMEGA Wealth Management Group, a select team of Financial Professionals, Independent Attorneys, Certified Public Accountants, he serves select families and businesses in the Twin Cities area and other states, in the area of Comprehensive Wealth Management. Together, his team works, in a consultative approach, to provide cost-effective, wealth-management for individuals and business owners seeking meaningful solutions in the complex world of financial and risk management.
Serving his clients since 1982 his practice is founded on the principle of 'Client's First' to provide guidance for his clients in such a way that they are able to make the right decisions for their financial future. He strives to accomplish this through personalized service and focus on client's needs and financial ability. A Graduate of The National Institute for Estate Planners (GEPC). His credentials include Life Underwriters Training Council, Fellow (LUTC)
His select team of legal and accounting professionals, provide guidance and education into the complex areas of retirement planning, and personal financial management: including tax-planning, Legacy and Estate-Planning and personal financial-risk management.
Selected to receive the 2011 FIVE STAR Wealth Manager Award, resulting from an independent research survey conducted by the firm, QMI Research, to determine the top 7% of all Wealth Managers in the Twin Cities Metropolitan area, based on scoring highest in overall satisfaction by respondents in the survey area.
Married to his wife of 38 years, Suzanne, they reside in Minnetrista, MN.