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.

  • 401(k) Management
  • Endowment Fund Management
  • Key Person Life Insurance
  • Buy-Sell Agreements
  • Deferred Compensation Plans
  • Employee Education Meetings
  • Private Wealth Management