• Bernhardt Wealth Management

Holiday Traditions: BWM Cares 2021

Updated: Mar 14

The Holidays are a time of tradition and giving. For 19 consecutive years, we have offered to make contributions to charities in honor of our clients instead of sending gift baskets during the Holiday Season. The response from our clients has been overwhelmingly positive, and we appreciate participating in the spirit of giving — which is part of what the holidays are all about, especially in a year like 2021.

At Bernhardt Wealth Management, we embrace our responsibility to give back to our community. Therefore, we are proud to have contributed $14,820 to 46 local and national charities and $32,330 to the following six local charities in honor of our clients:

The response we get from each charity is that we are “part of a compassionate community” and “we are grateful for your generosity and hope you take great pride in the important difference that your gift makes.”


Without our clients, we would not be able to help the charities that our clients identified. And just as important, we thank our clients for allowing us to serve them. Thank you!


May your New Year be blessed with peace, love, and joy, and may 2022 be a healthy and prosperous year for you!


Buen Camino!

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