Bernardo Wealth Planning

About

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.

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retirement planning, investment services & personal investing, family needs planning, business succession planning, estate planning

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