Bernhardt Wealth Management is an investment advisory firm that helps clients make informed decisions about their money. Gordon Bernhardt and the firm's professionals understand the particular needs of high-net-worth individuals and families, and use a consultative approach covering investment management, retirement planning, tax planning, philanthropic giving, estate planning and other complex financial issues. The firm commits to long-term client relationships built on ethics, service and trust. It keeps its attention on clients' financial goals so they can concentrate on a quality of life that reflects their 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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