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  2. Compliance

Compliance

As part of our fiduciary responsibility to our clients, Bernard Wealth Management maintains an active compliance program.  The documents on the left provide important details about our firm.  We encourage you to read them and contact us with any questions.

ADV Part 2 A/B 

Code of Ethics

Privacy Policy 

Proxy Voting Policy 

Advisory Relationship Summary 

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Phone: 248-556-2900

Fax: 844-215-3716

Email: info@bernard-wealth.com

600 S. Adams Rd., Suite 100, Birmingham, MI 48009

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