As an SEC-registered investment advisory firm founded in 2018, von Berge Wealth Management on West Broadway in downtown San Diego manages over $430 million in client assets across discretionary and non-discretionary accounts. Tax-optimized portfolio construction drives the firm's advisory process, integrating capital-gain harvesting and distribution planning in coordination with downtown accounting practices including Dimov Tax Specialists. Clients retain fee-only advisory services built on cyclical, fundamental, and sector-based asset-allocation models rather than commission-driven product placement. Coverage spans California, Louisiana, and Texas through Series 63 and Series 65 licensure, extending to charitable organizations, ERISA-governed pension plans, and corporate profit-sharing accounts. That multi-entity scope requires parallel work with estate and tax counsel at Dallo Law Group to align trust provisions with investment policy statements. Highest-complexity engagements involve employer-sponsored retirement plan redesign, including investment policy statement drafting, fund lineup evaluation, and ERISA fiduciary compliance consulting.