Bernhardt Wealth Management, Inc. (BWM) has been providing investment advisory and financial planning services since 1994. Gordon Bernhardt is the founder, President and CEO of BWM and has been in the financial services industry since 1989. The two other senior advisors are Tim Koehl and Solon Vlasto. Tim is a principal of BWM and has been in the financial services industry since 1994. Solon has been in the financial services industry since 1992.
BWM is a “fee only” firm that does not receive any compensation from any outside organization, money manager, mutual fund company, etc. The only compensation the firm receives is from the quarterly fees paid by our clients. As a Registered Investment Advisor (RIA), BWM has a fiduciary responsibility to always act in the best interest of our clients and to place their needs above those of the firm. Because BWM is compensated by charging a percentage of assets under management, our interests are aligned with our clients.
BWM offers investment management services based on a no-load mutual fund investment approach that rewards investors through low portfolio turnover, low investment expense, tax efficiency, and broad global diversification. BWM provides advisory services to individuals, trusts, non-profits, and retirement plans.
Our firm is small enough to allow us to have personalized relationships with our clients, but established and large enough to draw on multiple years of experience and a vast number of resources.
We strive to serve as our clients trusted Personal Chief Financial Officer. Working with BWM allows our clients to develop a quality of life that enables them to spend more time with their family, concentrate on their profession or business, give back to their community or charitable causes, or pursue their personal dreams.