Financial Services
We are a holistic financial planning firm, striving to provide our clients with solutions on target with their individual needs.
Bernard Wealth Management Corp
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Client Service Manager at Bernard Wealth Management
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Category: Financial Services
Position: Client Service ManagerBernard Wealth Management Corp. | Royal Oak, MichiganAbout the firm
Bernard Wealth Management is an independent, fee-only investment advisory firm based in downtown Royal Oak. We provide personalized financial planning, investment management, and retirement-plan support to individuals and families, and we work with businesses on 401(k) and profit-sharing plans.
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Ken Bernard
President
Amy Colwell
Client Service Manager
