Our Services

Since our founding in 1994, Bernhardt Wealth Management has acted as a trusted financial advisor in all aspects of our clients’ financial lives, providing a full range of Wealth Management Services and Small Business Services.

We bring a unique combination of professional competence, a passion for helping successful professionals, retirees and small business owners achieve their financial dreams, with a dedication to the highest ethical values.

Working with Bernhardt Wealth Management allows you to develop a quality of life that enables you to spend more time with your family, concentrate on your profession, give back to your community, pursue your personal dreams or make work optional.