Category Archives: The Bernhardt Way

MAKE QUALITY PERSONAL

Fundamental of the Week: #2 – MAKE QUALITY PERSONAL. Take pride in the quality of everything you touch and everything you do. From the way you create a proposal to the way you answer the phone, from the way you … Continue Reading

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PUT CLIENTS FIRST, ALWAYS.

Fundamental of the Week: #1 – PUT CLIENTS FIRST, ALWAYS. We exist to serve our clients’ best interests. Period. We have a fiduciary responsibility to make sure that our advice is free of any biases, and that we avoid any conflict … Continue Reading

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The Bernhardt Way – Our Fundamentals

Bernhardt Wealth Management (BWM) was created in July 1994. Since that time different people have joined the ranks of BWM. Fortunately, the people who have sought employment opportunities to serve our clients had the same values as mine and the … Continue Reading

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