Bernardo Wealth Planning

Bernardo Wealth Planning company information, Employees & Contact Information

Bernardo Wealth Planning assists in the creation, preservation, and management of wealth for our clients. BWP’s investment strategy rests firmly — always — upon our client-centered philosophy. We use theme-driven tactical and non-correlated vehicles with broad diversification across multiple asset classes, combining passive and active management, as essential tools to help mitigate risk and maximize our clients’ potential returns. Through the hiring of professional money managers, we are able to utilize some of the best investment minds in the industry. All these resources go to work for you, in service of one aim: to help achieve your goals.

Company Details

Employees
14
Founded
-
Address
272 Ruth Rd, Harleysville,pennsylvania 19438,united States
Phone
+1 267 500 1080
Email
co****@****ing.com
Industry
Investment Management
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities
Trust, Fiduciary, and Custody Activities
Miscellaneous Financial Investment Activities
HQ
Harleysville, Pennsylvania
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