We are your trusted partner for all financial issues; we are committed to developing targeted solutions and sound investment advice.

 

 

About Us

Bernard Wealth Management operates on a simple principle: investment firms should exist for the benefit of their clients. We pride ourselves on our attention to our clients’ financial issues. Through our ongoing investment research and portfolio management, we strive to help our clients meet their long-term goals.

 

Our Process

We meet to develop a plan that is designed to meet our clients’ short and long-term goals. This deep understanding of the financial picture is captured in an Investment Policy Statement (IPS); the IPS is consulted when making buy/sell decisions.

 

Our Philosophy

Our portfolio management combines diligent investment research with a detailed understanding of our clients' financial objectives. We study market conditions and utilize quantitative screens to identify new stock candidates and to trigger buy and sell decisions. We develop a deep understanding of our clients' financial picture, regularly review this information and ensure our investment assumptions remain current and accurate.

 

Retirement Planning

Most people are concerned with retirement. Key questions may include: How much total wealth will we need? How much income will that wealth produce?
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Insurance

Insurance is essential to any comprehensive financial security plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship.
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Financial Counseling

The investment world is constantly evolving, and so is your financial situation. Part of BWM's role as wealth manager is to stay abreast of those changes, and counsel our clients on their financial issues.
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For Businesses

At Bernard Wealth Management, what is important to you is what is important to us. We will work with you to help you identify and secure your financial goals, both for yourself and for your business.
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Investment Policy Statement

Bernard Wealth Management creates and maintains an Investment Policy Statement (IPS) for every client, which serves as the foundation for a comprehensive and disciplined wealth management process.
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Account Types

Bernard Wealth Management manages many different types of accounts. We advise our clients on the appropriate vehicle for their savings, and then assist in the funding process.
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How Can We Help You?

Find out how we can help you reach your financial freedom

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