As an investment advisor, Bernhardt Wealth Management adheres to a fiduciary duty to act solely in your best interest at all times, provide fair and full disclosure of all material facts, and deliver independent financial advice.
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
How We Help
We act as your personal Personal Chief Financial Officer in all aspects of your financial life by providing customized investment plans and comprehensive wealth management services. We stay focused on your financial goals so you can focus on creating a quality of life that reflects your deepest values.
We take a consultative approach to helping you make informed financial decisions. Our strategic wealth management process helps determine what type of wealth management plan will help ensure that you reach your goals. Your customized investment portfolio is regularly reviewed and adjusted to adhere to your changing goals and market shifts.
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Is it time for a second Opinion?
Know someone who could benefit from our advice?
Interested in our perspective on your situation?
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.
Understanding your true financial goals, creating the best possible plan for achieving those goals, and keeping on track at each step towards your goals is how we help you make smart decisions about your money.
Financial success is most likely to be achieved through an unwavering commitment to a set of principles: efficient markets, modern portfolio theory, diversification, intelligent asset allocation and low cost investments.
When demands on your time and attention keep you from critical decisions regarding your company’s finances we offer advice and guidance on the many financial complexities of running and owning a business, including 401k plan management and exit strategies.
Learn more about our amazing team of professionals.
I’m Bonnie Armstrong. I am the Director of Operations and am the Master of Execution. At Bernhardt Wealth Management I make my impact by transforming the office and the financial industry through technology, process, systems and people. As an owner I am passionate about advocating for clients, the firm and the industry. I operate as a change agent and I am not afraid to trumpet a message or support a movement. I believe in contributing and making a difference in causes I believe in, and that my vocation is an expression of my faith.
When I work with you, I:
Devote myself to ensuring things are done completely and in the right way.
View every moment as an opportunity to have a positive impact.
Clarify everything, because I want to execute things flawlessly and avoid errors.
Commit to excellence and fiercely question and challenge current policies and procedures to create the best path, plan or process.
Ensure we follow optimized processes and view those methods as my way to provide maximum impact and maintain trusting relationships.
Maintain sense of right and wrong and ensure you get what’s right.
Remain a lifelong learner and expand my knowledge for the betterment of the firm and our clients.
Bernhardt Wealth Management, Inc. (BWM) is a registered investment advisor with the Securities & Exchange Commission. BWM may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where BWM and its advisory affiliates are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.