Wealth Management Services

At Bernhardt Wealth Management we know from experience that financial success is most likely to be achieved through an unwavering commitment to a set of investment principles:  efficient markets, modern portfolio theory, diversification, intelligent asset allocation and low cost investments. We design each client’s portfolio using these principles to lay the foundation for their future financial security.

Throughout our relationship, we strive to serve as your trusted Personal Chief Financial Officer. Once we implement the plan that you approve, we keep you apprised of what is happening with your money, alert you to any factors that may influence your situation, and make recommendations on the smartest ways to help you meet your goals.

If you have a need that falls outside our area of expertise, we have a hand-selected network of financial professionals that allows us to offer a full range of services:

  • Portfolio Management
  • Tax Planning
  • Education Planning
  • Insurance Planning
  • Retirement Planning
  • Estate Planning
  • Philanthropic Planning