Bernhardt Wealth Management is dedicated to serving high-net-worth individuals in the Washington, D.C. area. We work with a client as long as we can add significant value to their financial life. In general, our clients seek to prudently grow and protect their assets.
To provide maximum impact and a high level of personalized service to each client, we only work with a limited number of clients. Our clients generally have $1 million or more in financial assets that they want professionally managed.
WHY OUR CLIENTS TURN TO US: Bernhardt Wealth Management brings a unique combination of professional competence, a passion for helping individuals and families achieve their financial dreams and a dedication to the highest ethical values. Working with us allows our clients to develop a quality of life that enables them to spend time with their families, focus on their professions, give back to their communities or pursue other things that are important to them.
Our clients rely on us for our financial expertise and our dedication to the highest level of customer service. They also enjoy direct access to Gordon Bernhardt, our in-house team of professionals and our external network of financial professionals.