Who We Are

Bernhardt Wealth Management is an investment advisory firm that helps you make informed decisions about your money. Gordon Bernhardt and our team of professionals understand the particular needs of high-net-worth individuals and families. We have developed a consultative approach to assist with all aspects of wealth management, including investment management, retirement planning, tax planning, philanthropic giving, estate planning and other complex financial issues.

We are committed to developing a long-term relationship with you built on a foundation of ethics, service and trust. Our focus is on your financial goals so you can focus on creating a quality of life that reflects your deepest values.