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About

Bernhardt Wealth Management is an investment advisory firm that helps you make informed decisions about your money. Gordon Bernhardt and our team of professionals understand the particular needs of high-net-worth individuals and families. We have developed a consultative approach to assist with all aspects of wealth management, including investment management, retirement planning, tax planning, philanthropic giving, estate planning and other complex financial issues.

We are committed to developing a long-term relationship with you built on a foundation of ethics, service and trust. Our focus is on your financial goals so you can focus on creating a quality of life that reflects your deepest values.

About

  • Our Team
  • How We Work
  • The Bernhardt Way
  • Affiliations

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As a firm, we:

  • Maintain a culture consistent with our four core values of Character, Chemistry, Caring and Competence.
  • Pride ourselves on having the utmost integrity. Rest assured, you can count on each and every one of us to keep our word.
  • Do the right thing for you 100% of the time, and guide you to the right solutions, even if they have no financial impact or don’t serve us directly.

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: (703) 356-4380
Toll Free: (888) 356-4380
Fax: (703) 356-4383

Email: gordon@BernhardtWealth.com

7601 Lewinsville Road, Suite 210, McLean, VA 22102

       

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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 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.

 

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