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.
Bernhardt Wealth Management
The Holidays are a time of tradition and giving.  For nine consecutive years we offered to make contributions to charities in honor of our clients instead of sending gift baskets duing the Holiday Season.
We are proud to have contributed $4700 to 20 local and national charities and $12460 to the following six local charities in honor of our clients: