Recently, Bernhardt Wealth Management (BWM) had a unique opportunity. We took part in one of the largest surveys of clients ever conducted by the financial advising industry. One of our strategic relationships, Dimensional Fund Advisors, surveyed almost 19,000 individual investors nationwide.
Our goal is to help our clients make informed decisions with their money so they can make work optional and can focus on creating a quality of life that reflects their deepest values. Critical to that process is providing a consistently high level of service that meets the needs of individual clients.