BWM 2016 Holiday Traditions

The Holidays are a time of tradition and giving. For 14 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.

At Bernhardt Wealth Management, we embrace our responsibility to giving back to our community. Therefore, we are proud to have contributed $8,730 to 38 local and national charities and $25,270 to the following five local charities in honor of our clients:


Homes for Our Troops



YouthQuest Foundation

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 2017 be a prosperous year for you!

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