About Oberg Capital Wealth Management

Mike is the founding partner of Oberg Capital Wealth Management. Prior to founding Oberg Capital Wealth Management, he joined Northwestern Mutual In 2014 as an intern while in school at Minnesota State University, Mankato (MSU). From 2014-2024 he continued to build out his firm before rebranding in 2024.

The primary role of Oberg Capital Wealth Management is working hands on with clients in building and managing their ongoing financial plans. Over the years Mike has built the firm around serving clients who are at or near retirement and their next generation of family.
 
The firm also has a handful of younger clients who are in high level management or executive positions at fortune 500 companies around the country.
 
When engaging with clients, Oberg Capital Wealth Management takes a unique approach blending the 5 pillars of financial planning (investment management, retirement planning, tax strategies, estate planning, and insurance planning) into a customized holistic roadmap for his clients to follow. 

How Are We Different?

At Oberg Capital Wealth Management we believe it is important for clients and prospective clients to understand what to expect from their financial advising team.

The industry today is very loud. Often times it can be difficult for a client to differentiate one advisor to another, so let's help clear the muddy water.

We believe there are three types of advisors you can come across in our industry and these advisors typically handle a combination of the 5 main pillars in financial planning.

Advisor 1: Investment Manager

What they do- manage investment portfolios and help project an estimated retirement date.

What they don't do- Tax planning, estate planning, retirement distribution planning, and insurance planning.

Advisor 2: Insurance Agent

What they do- Life insurance, disability insurance, long term care insurance, and property & casualty insurances.

What they don't do- tax planning, investment management, retirement distribution planning, and estate planning.

Advisor 3: Holistic Financial Planner

What they do- Investment management, customized retirement distribution planning, tax planning, estate planning, and insurance planning.

What they don't do- Not Much.

We have a saying that your team is good if they address 2-3 pillars, great if they address 4 pillars, and world class if they handle all 5.

We pride ourselves on being the holistic planner for all of our clients.

The question remains- What type of advising team are you working with? Should you expect more?

Mark Twain