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.

Accounts include:

  • Taxable brokerage accounts
  • Individual Retirement Accounts (IRAs)
  • Roth IRAs
  • 529 qualified tuition plans
  • Annuities
  • Group retirement and savings plans
  • 401(k) Plans
  • Simplified Employee Pension Plans
  • Qualified Retirement Plans