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 so many financial products in the market, and so choosing the ones that best meet your 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 believe in developing trusting relationships, both with clients and other professional partners, ensuring you are in competent hands.
When I work with you, I:
Sincerely care and think about you in terms of what I would want for myself and my family,
Listen to completely understand your situation, spend a great deal of energy determining how best I can help you, and then partner with you in making valuable financial decisions,
Am approachable, non-judgmental and authentic—I will be very direct when you want or need me to be,
Make it a point to be wholly reliable, extremely responsive, and never leave you wondering,
Take complicated concepts and make them clear while taking full responsibility for your experiences and outcomes,
Constantly review new techniques and financial planning ideas to continually provide the right, and best solutions, and
Am always on the lookout for issues or concerns you haven’t considered.
In my role as an owner, principal, and advisor, I:
Remain conscious and intentional about optimizing our clients’ experiences, down to the details, and
Maintain a long-term commitment to the entire team’s performance and to maximizing our impact on clients
I’m Solon Vlasto, Master of Putting Myself in Your Shoes and Principal of Bernhardt Wealth Management. I help you navigate complex financial situations to ensure you take advantage of all that’s available to you.
I believe in contributing and making a difference in causes I believe in and that my vocation is an expression of my faith. I am particularly passionate about the pain of domestic violence, so I volunteer to help educate and empower women to build a new life. Every new day is a gift for which I am grateful. I often enjoy those days reading, traveling, dabbling in photography and even stretching my creativity as an AFO (Adult Fan of Lego)!
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, and
Remain a lifelong learner and expand my knowledge for the betterment of the firm and our clients.
In my role as an owner, I:
Am passionate about advocating for clients, for the firm, and for the industry, and
Operate as a change agent and I am not afraid to trumpet a message or support a movement
I’m Bonnie Maingault, Master of Execution and Director of Operations at Bernhardt Wealth Management. I make my impact by transforming the office and the financial industry through technology, process, systems and people.
My name is Kent and I believe in making a difference in other people’s lives, even if it is only in small ways.
When I work with you, I:
Start by treating you with respect, talk to you, and try to get to know you,
Establish trust with you, regardless of our relative roles,
Put you at ease and invite you to ask me anything,
Make it a habit to fix things and leave them better than I found them,
Look for ways to help, as I hate to see anyone struggle,
Want you to feel the time we spend together is well spent, and
Do everything I can to pull my weight and set an example for how to be.
I’m Kent Davis, Master of Serving Others Well and Associate Advisor at Bernhardt Wealth Management.
Growing up as an Army brat, I moved every three years. Maybe this is why I’m now pursuing an RV lifestyle. I consider home to be the small, agricultural town of Cairo, GA where I’ve spent many family vacations. In addition to a love for cooking, I commit much of my spare time to advocating for important causes, including Orphan Network, Home of Guiding Hands in San Diego, CA, Veteran’s organizations, Women’s Memorial at the base of Arlington Cemetery, and my church in Ashburn, VA.
I believe trust and respect are earned and without trust nothing is done effectively.
When I work with you, I:
Deliver on what I say, and always try to exceed expectations,
Innovate new methods of doing things and staying organized,
Am mindful, intentional, and I communicate often and openly,
Am a lifelong learner and try to advance—my, your and the team’s—knowledge and skills,
Keep things light by injecting humor, sarcasm and fun, and
Take work personally, never want to let you down, and care deeply about things working out right.
I’m Cameron Farbotko, Master Trust Earner and Associate Advisor at Bernhardt Wealth Management.
It takes a lot of coffee to get me up in the morning, but once I get going, I love the fact that my job allows people to live their life to the fullest without financial worry. Outside of work I’m always on the go—as an MBA student, gym rat, computer nerd, cyclist, beer/wine/whiskey lover and a foodie/chef.
Ask you to take me through what’s currently done and how,
Look for any pain points or obstacles in the way of reaching your goal,
Keep the end goal in mind,
Find the most streamlined and logical way of doing things,
Add my personal flair, and
Strive to make everyone’s life easier.
I’m Catherine O'Camb, Master of Better Options and Client Service Associate II at Bernhardt Wealth Management.
My hometown in Southwest Colorado sits at the peak of the fresh-mountain water supply and I can honestly say I have never tasted fresher, more delicious water than the water I drank while growing up. It turned me into a bit of a "water connoisseur." I also developed an appreciation for slow-paced living and the natural beauties of our country. Helping my grandparents till their gardens then indulging in fresh-grown salad and vegetables throughout the summers taught me the importance of hard work to achieve great results.
I believe in building trust and a real connection with you.
When I work with you, I:
Focus on getting to know you and earning your confidence,
Present myself in a manner that is sincere, thoughtful, and personable,
Am genuine and honestly care about creating a “wow” experience,
Believe in assisting in every way possible to help you accomplish your goals,
Acknowledge your way of thinking and assess the situation from your point of view,
Lean into my habits of perfectionism in order to make sure we achieve the best possible result,
Carve out opportunities for authentic connection whether it is one-to-one or in a small group setting, and
Follow through and continue to be there for you and keep our relationship present.
I’m Ben Madtes, Master of Empathetic Understanding and Executive Assistant to the President & CEO of Bernhardt Wealth Management.
I was born in Heidelberg, Germany to a U.S. Army soldier who raised me with a strong sense of pride for my country. A huge advocate for health, as evident by my avid fitness workouts, I believe concentrating on our physical, as well as mental health is paramount. It gets me up each morning with a desire to be better than I was yesterday and to treat each day as an opportunity.
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Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.
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 only for information distribution regarding BWM products and services as well as general investor education. All information is provided for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.