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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.
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