Category Archives: Bernhardt Wealth Management

Solon Vlasto Named Newest Partner at BWM

McLean, VA (January 12, 2017) – Bernhardt Wealth Management, a fee-only independent investment advisory firm located in McLean, VA, today announced that Solon Vlasto, CFP®, CDFA™ has become a partner. The ownership became official on January 1, 2017. Vlasto is … Continue Reading

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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 … Continue Reading

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The Third Annual Profiles in Success Celebration

Highlighting Character, Chemistry and Caring in Business, Bernhardt Wealth Management Hosts 3rd Annual – Profiles in Success Celebration Event Will Highlight Entrepreneurial Spirit and Mentorship on November 30 McLean, VA (August 30, 2016) — Bernhardt Wealth Management, a Virginia-based registered investment … Continue Reading

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BWM 2015 Holiday Traditions

The Holidays are a time of tradition and giving. For thirteen 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 … Continue Reading

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Get Your Tickets. The Profiles In Success Celebration is Near

Bernhardt Wealth Management is pleased to announce the second annual Celebration of Profiles in Success. This event, which is slated to draw more than 200 Greater Washington business executives and their guests, serves to connect  and inspire the subjects of  Gordon … Continue Reading

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Let’s Ring Freedom Bells

Here is one of the best Fourth of July messages that I have ever read from June 30, 2014: DEAR ABBY: At 2:00 PM July Fourth, I would love nothing better than for all Americans to stop briefly and give … Continue Reading

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Investment Team Expands with the Addition of Kenneth Robinson, CFP®

McLean, VA (April 9, 2012) – Bernhardt Wealth Management announced today that Kenneth (Ken) Robinson, CFP® has joined the firm’s investment advisory team as Senior Financial Advisor. In his new position, Ken will be working with clients in all aspects … Continue Reading

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Client Survey Results

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 … Continue Reading

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BWM Cares 2011

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 … Continue Reading

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