Company Email Format Management

Bernardo Wealth Planning

Investment Management Harleysville, Pennsylvania, United States 14 employees

Employees: 14
Contacts: 1
Emails: 1

bernardowealthplanning.com LinkedIn

Bernardo Wealth Planning Overview

Headquarters: Harleysville, Pennsylvania, United States
Phone Number: Available in AeroLeads
Website: bernardowealthplanning.com
Industry: Investment Management
Employees: 14
Founded: 2016
Funding: ,
Company Email: Available in AeroLeads
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Retirement Planning Investment services and personal investing Family needs planning Business succession planning Estate planning

About Bernardo Wealth Planning

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.