Bernhardt Wealth Management is an investment advisory firm that helps you make informed decisions about your money. Gordon Bernhardt and our team of professionals understand the particular needs of high-net-worth individuals and families. We have developed a consultative approach to assist with all aspects of wealth management, including investment management, retirement planning, tax planning, philanthropic giving, estate planning and other complex financial issues.We are committed to developing a long-term relationship with you built on a foundation of ethics, service and trust. Our focus is on your financial goals so you can focus on creating a quality of life that reflects your deepest values.
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Bernhardt Wealth Management is a multi family office (mfo) based in McLean, United States, managing approximately $670M in assets.
Bernhardt Wealth Management is headquartered in McLean, United States.
Bernhardt Wealth Management manages approximately $670M in assets under management.
Bernhardt Wealth Management focuses on Joint Venture/Partner, Venture Capital, Private Equity, Investment Funds, Debt Management, ETFs, Retirement Planning, Legal & Tax Services.
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