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Tell a Friend

We grow our business through client referrals. If you’ve been happy with our services and our work together, please tell a friend!

Filling out the following form is a quick and easy way to let others know about our services. The mandatory fields are denoted with an asterisk (*).

Note that your friend's e-mail address and name will not be sent to us and will not be used for any purpose other than to send him/her your message. All information is confidential. Remember that e-mail is not a secure medium, and so personal information should be transmitted by more secure means.


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

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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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