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Financial Freedom

Our firm is committed to developing solutions that are on target with your needs


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Guiding your financial success through customized wealth management planning.

Our firm is committed to developing solutions that are on target with your needs.


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Working Together

We provide independent and sound investment advice whatever your financial situation


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Charting a course for your financial future

Our firm is committed to developing solutions that are on target with your needs.


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Resources that work for you

Through our ongoing investment research and active portfolio management, we strive to help our clients meet their long-term goals.


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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. At the same time, through our ongoing investment research and active 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 client’s 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.

Our Services

We provide comprehensive investment services that begin with our understanding of our clients' needs and goals.

 

Investment Management

Once account objectives and a target asset allocation have been determined, we manage client portfolios actively, with discretion.

 

Insurance

Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.

 

Retirement Planning

The retirement planning process helps drive client-specific investment management.

 

Financial Counseling

Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.

 

Investment Policy Statement

We create and maintain an Investment Policy Statement (IPS) for every client, which serves as the foundation for a comprehensive and disciplined wealth management process.

 

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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Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone: 248-556-2900

Fax: 844-215-3716

Email: info@bernard-wealth.com

360 N. Main Street, Suite 430, Royal Oak, MI 48067

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