Bernard Wealth Management is a trusted and dedicated investment firm based in Royal Oak, MI. With a commitment to providing customized wealth management planning, they offer a range of services including retirement planning, investment management, insurance, and financial counseling for both individuals and businesses. Their team of experienced professionals combines diligent investment research with a deep understanding of their clients' financial objectives to help them achieve long-term financial success.
Through their comprehensive and disciplined wealth management process, Bernard Wealth Management creates and maintains an Investment Policy Statement (IPS) for each client, ensuring that their investment decisions align with their specific goals. With a focus on providing sound investment advice and targeted solutions, they strive to be their clients' trusted partner for all their financial needs.
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