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Bernard Wealth Management
Bernard Wealth Management was founded in 2011 in Michigan. It functions as a registered investment advisor serving multiple client types. The firm provides...
Overview
Bernard Wealth Management was founded in 2011 in Michigan. It functions as a registered investment advisor serving multiple client types. The firm provides retirement planning, investment management, and wealth management services. No specific asset classes, portfolio holdings, or geographic deployment details appear in available records. No information on team size, additional offices, or recent operational events from the last 24 months is available. The firm maintains a standard wealth management structure without disclosed hybrid vehicles or succession details.
General information
Firm type
Bank / Wealth / Trust
Year founded
2011
Location
Region
North America
Country
United States
City
Royal Oak
Corporate office
Royal Oak, MI, United States
Frequently asked questions
What services does Bernard Wealth Management provide?
The firm offers retirement planning, investment management, and wealth management to individuals, high-net-worth individuals, businesses, and charitable organizations.
When was Bernard Wealth Management established?
The firm was established in 2011.
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