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Bernardo Wealth Planning

EST. AUM
$866,351,060

CONTACTS
4

CLIENT ACCOUNTS
2,194

Firm Details

Metro area Philadelphia
CRD Number 288705
Website bernardowealthplanning.com
Client types

Overview

Bernardo Wealth Planning assists in the creation, preservation, and management of wealth for its clients. BWP's investment strategy rests firmly always upon its client-centered philosophy. It uses 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 clients' potential returns. Through the hiring of professional money managers, it is able to utilize some of the best investment minds in the industry. All these resources go to work for the client, in service of one aim: to help achieve their goals.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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