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Bernard Wealth Management Corp. Employee Directory

Financial ServicesMichigan, United States2-10 Employees

Bernard Wealth Management Corp. is a small financial services firm based in Royal Oak, Michigan, that provides wealth management services. The company emphasizes a client-focused ethos, aiming to address clients' financial concerns and tailor guidance to their individual circumstances.

Its approach relies on continuous investment research and proactive oversight of client portfolios to help clients pursue long-term goals. Within the financial services sector, Bernard Wealth Management presents itself as a practitioner-oriented firm that prioritizes outcomes for clients through disciplined investment oversight.

Find Bernard Wealth Management Corp. employees' phone numbers or email addresses

Bernard Wealth Management Corp. Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Bernard Wealth Management Corp.'s Leadership

  • Stylized image of a person
    A. N.
    Wealth Advisor
    Mobile Phone

Bernard Wealth Management Corp. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Accounting
  • Administrative
  • Other
  • Analytics

Contact profiles from Bernard Wealth Management Corp.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    A. N.
    Wealth Advisor
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is Bernard Wealth Management Corp. known for?

Minus sign iconPlus sign iconBernard Wealth Management Corp. was founded in 2011 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-248-556-****
. Explore Bernard Wealth Management Corp.'s company overview page for more information.

What is Bernard Wealth Management Corp.'s most common email format?

Minus sign iconPlus sign iconBernard Wealth Management Corp. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Bernard Wealth Management Corp. email formats with LeadIQ.

How many employees does Bernard Wealth Management Corp. have currently?

Minus sign iconPlus sign iconBernard Wealth Management Corp. has approximately 4 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Bernard Wealth Management Corp.'s key employees and leadership?

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As of July 2026, Bernard Wealth Management Corp.'s key employees include:

  • Wealth Advisor: A. N.

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