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Bernhardt Wealth Management

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bernhardt wealth management was established in 1994 by gordon j. bernhardt, cpa, pfs, cfp®, aif®. the firm provides financial planning and wealth management services to affluent individuals, families, executives, business-owners, and retirees throughout the washington, dc area. the bernhardt team understands the particular needs of high-net-worth individuals and is focused on providing high-quality service and independent financial advice to help our clients make informed decisions about their money. we have developed a consultative approach to assist with all aspects of wealth management, including investment management, retirement planning, tax planning, philanthropic giving, estate planning, and other complex financial issues. working with bernhardt wealth management allows our clients to develop a quality of life that enables them to spend time with their families, focus on their businesses or professions, give back to their communities, and pursue other things that are important t

Headquarters:
7601 Lewinsville Road, Suite 210, McLean, Virginia, United States, 22102
Industry:
Financial Services
Founded:
1994
Employees:
9
Annual Revenue:
-

Type: Private
Ticker: -
United States 9
Estate PlanningPortfolio ManagementStrategic Financial PlanningBusiness Exit StrategiesBusiness PlanningPhilanthropic PlanningEducation PlanningTax PlanningRetirement PlanningWealth Management
SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:
NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

Frequently asked questions about Bernhardt Wealth Management

Let us help answer the most common questions you might have.

Where is Bernhardt Wealth Management located?

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Bernhardt Wealth Management's headquarters is located at 7601 Lewinsville Road, Suite 210, McLean, Virginia, United States, 22102

What is Bernhardt Wealth Management's official website?

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Bernhardt Wealth Management's official website is bernhardtwealth.com

What is Bernhardt Wealth Management's SIC code?

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SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:

What is Bernhardt Wealth Management's NAICS code?

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NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

How many employees does Bernhardt Wealth Management have?

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Bernhardt Wealth Management has 9 employees

What industry does Bernhardt Wealth Management belong to?

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Bernhardt Wealth Management is in the industry of: Financial Services

What are Bernhardt Wealth Management's social media links?

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Bernhardt Wealth Management Facebook page
Bernhardt Wealth Management Linkedin page

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