Bernard Wealth Management

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Request demo

Bernard Wealth Management — overview

About

Bernard Wealth Management is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on both discretionary and non-discretionary basis. The services it offers include retirement planning, investment management, insurance planning, portfolio management, tax planning, wealth management, and financial planning. The wealth manager advises individuals, high-net-worth individuals, businesses, corporate pension and profit-sharing plans, and charitable organizations.

Bernard Wealth Management - known decision makers (4)

Position	Location	Asset Class
Partner & Chief Investment Officer	Royal Oak, US	GEN
President & Founder	Birmingham, US	GEN
Director of Financial Planning & Wealth Advisor	Royal Oak, US	GEN
Compliance Analyst , Client Advisor	Royal Oak, US	GEN

Showing 4 of 4 known decision makers Bernard Wealth Management

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.

Request demo