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 leadership of team. But culture does not happen accidentally so we engaged David Friedman, the CEO and Founder of High Performing Culture, to help us craft our “Fundamentals” so that we would be more purposeful in maintaining our culture.

On January 29, 2018, we had a formal rollout of our Fundamentals by sharing the document you see in this image. While this document itself may be new, the 26 Fundamentals are not. They have been the founding principles of BWM since our inception. Each week for the next 26 weeks (and for as long as BWM exists), we will share a Fundamental of the Week every week. It will be discussed in our weekly team meeting, will be included in my e-mail signature and Weekly Commentary, will be shared on social media, and will be shared during client review meetings. Stay tuned.

In the meantime, if you would like to have a copy of The Bernhardt Way, contact me and we will send you a copy.

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