Since its founding in 1994, Bernhardt Wealth Management has acted as a trusted financial advisor in all aspects of their clients’ financial lives, providing a full range of wealth management services and small business services.

They bring a unique combination of professional competence, a passion for helping successful professionals, retirees and small business owners achieve their financial dreams, with a dedication to the highest ethical values.

Working with Bernhardt Wealth Management allows you to develop a quality of life that enables you to spend more time with your family, concentrate on your profession, give back to your community, pursue your personal dreams or make work optional.


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