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WHAT WE DO
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What We Do
What We Do
How We Work
Our Investment Philosophy
Strategic Client Consulting Process
Strategic Investment Management Process
Our Service Goals
Our Fees

 
ince our founding in 1994, Bernhardt Wealth Management has acted as a trusted financial advisor in all aspects of our clients’ financial lives. If our clients have a need that falls outside our area of expertise, we have a hand-selected network of financial professionals that allows us to offer a full range of services, including the following:

  • Portfolio management

  • Tax planning

  • College planning

  • Insurance planning

  • Retirement planning

  • Estate planning

  • Philanthropic Planning
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What We Do
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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.
Copyright © 2006 Bernhardt Wealth Management, All rights reserved.