Bernardo Wealth Planning

Bernardo Wealth Planning is a finance institution located at 272 Ruth Road, Harleysville, Pennsylvania, United States. We specialize in assisting our clients in the creation, preservation, and management of wealth. Our relationships are built on a foundation of trust and service, prioritizing our client's needs above all else.

At Bernardo Wealth Planning, we believe in a client-centered investment strategy that utilizes theme-driven tactical and non-correlated vehicles with broad diversification across multiple asset classes. By combining passive and active management, we aim to help mitigate risk and maximize potential returns for our clients. We work with professional money managers to ensure that our clients have access to some of the best investment minds in the industry.

Our dedication is to help our clients achieve their financial goals, and we strive to provide the best possible service to help them succeed. From our family to yours, we are committed to helping you build and preserve your wealth.

If you are looking for a trusted partner in wealth management, Bernardo Wealth Planning is here to help. Contact us today to learn more about how we can assist you in achieving your financial goals.