Core Values

Bernhardt Wealth Management recognizes that providing high-quality customer service is an essential part of helping you to achieve your goals. With this in mind, we promise the following:

  • We will be genuinely interested in your well-being. Your interests will always be foremost in our minds.
  • We will make an exceptional effort to understand your unique needs, values and goals before recommending any financial strategies.
  • We will develop a personalized Investment Plan for you. This plan will serve as a road map for your portfolio, and will be updated over time to help the asset allocation stay true to your deepest objectives.
  • We will provide you with an Investment Plan that consists of well thought out and academically sound investment strategies tailored to your needs and objectives. Our advice will be prudent and appropriate, based on your objectives.
  • We will work closely with you so that you can make smart decisions about your money.
  • While we offer guidance based on our professional expertise and our commitment to seeing that your needs are met, you hold the ultimate decision-making authority.
  • We will monitor your investment portfolio on a regular and systematic basis.
  • We will meet our deadlines and return calls within 24 hours.
  • We will maintain contact via phone and face-to-face progress meetings, with whatever level of frequency you desire.
  • We will maintain the highest standards of professional ethics and responsibility.

We also encourage you to let us know if we ever do not live up to your expectations in any way, so that we can immediately correct any problem and develop procedures to prevent it from occurring in the future. We consider your feedback to be a gift, and always welcome the opportunity to improve our services.