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Insights

Local Focus Bernhardt Wealth Management serves affluent individuals, families, and executives in the Washington, DC area, making it an ideal target for localized sales strategies that cater to high-net-worth clients in this region.

Awards Recognition Recognized by Financial Advisor magazine's Top RIA Rankings, Bernhardtwealth's accolades can be leveraged in sales pitches to highlight the firm's industry leadership and credibility, potentially attracting clients seeking reputable wealth management services.

Tech-Savvy Approach Utilizing a tech stack including WordPress, Wix, and Drupal, Bernhardt Wealth Management showcases a modern and innovative approach which can be emphasized in sales conversations to appeal to tech-savvy clients looking for cutting-edge financial solutions.

Competitive Landscape In a competitive landscape with notable players like TCI Wealth Advisors and Brighton Jones, Bernhardt Wealth Management stands out as a boutique firm that can offer personalized financial planning services tailored to the unique needs of clients, providing a competitive edge in sales engagements.

Customer-Centric Focus With a consultative approach covering various aspects of wealth management such as investment, retirement, tax planning, and estate planning, Bernhardt Wealth Management's client-centered philosophy can be highlighted to attract individuals seeking holistic financial solutions and personalized attention.

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Bernhardt Wealth Management Tech Stack

Bernhardt Wealth Management uses 8 technology products and services including WordPress, Wix, Drupal, and more. Explore Bernhardt Wealth Management's tech stack below.

  • WordPress
    Content Management System
  • Wix
    Content Management System
  • Drupal
    Content Management System
  • Lightbox
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Google Maps
    Maps
  • Bootstrap
    UI Frameworks
  • Nginx
    Web Servers

Bernhardt Wealth Management's Email Address Formats

Bernhardt Wealth Management uses at least 1 format(s):
Bernhardt Wealth Management Email FormatsExamplePercentage
First@bernhardtwealth.comJohn@bernhardtwealth.com
42%
First.Last@bernhardtwealth.comJohn.Doe@bernhardtwealth.com
8%
FLast@bernhardtwealth.comJDoe@bernhardtwealth.com
8%
First@bernhardtwealth.comJohn@bernhardtwealth.com
42%

Frequently Asked Questions

Where is Bernhardt Wealth Management's headquarters located?

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Bernhardt Wealth Management's main headquarters is located at 7601 Lewinsville Road Suite 210 McLean, Virginia 22102 US. The company has employees across 1 continents, including North America.

What is Bernhardt Wealth Management's phone number?

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You can contact Bernhardt Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Bernhardt Wealth Management's official website and social media links?

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Bernhardt Wealth Management's official website is bernhardtwealth.com and has social profiles on LinkedIn.

What is Bernhardt Wealth Management's SIC code NAICS code?

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Bernhardt Wealth Management's SIC code is 6282 - Investment Advice NAICS code is 523930 - Investment Advice.

How many employees does Bernhardt Wealth Management have currently?

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As of January 2022, Bernhardt Wealth Management has approximately 11 employees across 1 continents, including North America. Key team members include Executive Assistant To President And Chief Officer: C. W.Founder, President And Chief Executive Officer: G. B.Director Of Operations: B. J. M.. Explore Bernhardt Wealth Management's employee directory with LeadIQ.

What industry does Bernhardt Wealth Management belong to?

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Bernhardt Wealth Management operates in the Financial Services industry.

What technology does Bernhardt Wealth Management use?

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Bernhardt Wealth Management's tech stack includes WordPressWixDrupalLightboxjQueryGoogle MapsBootstrapNginx.

What is Bernhardt Wealth Management's email format?

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Bernhardt Wealth Management's email format typically follows the pattern of . Find more Bernhardt Wealth Management email formats with LeadIQ.

When was Bernhardt Wealth Management founded?

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Bernhardt Wealth Management was founded in 1994.
Bernhardt Wealth Management

Bernhardt Wealth Management

Financial ServicesVirginia, United States11-50 Employees

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 to them. We are committed to developing a long-term relationship with you built on a foundation of ethics, service and trust. Our focus is on your financial goals so you can focus on creating a quality of life that reflects your deepest values.

Section iconCompany Overview

Headquarters
7601 Lewinsville Road Suite 210 McLean, Virginia 22102 US
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
523930 - Investment Advice
Founded
1994
Employees
11-50

Section iconFunding & Financials

  • $10M

    Bernhardt Wealth Management's revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    Bernhardt Wealth Management's revenue is in the range of $10M

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