Addressing Your Concerns
There are certain elements of a trusted advisor relationship that we know are incredibly important to you. At Bernath and Rosenberg, we aim to address all these concerns during each interaction and build a longstanding relationship with you and your family as your trusted accounting, tax and wealth management advisor.
Does your advisor have the knowledge, expertise, and experience to help you reach your goals? Bernath and Rosenberg has over 30 years of experience in the fields of accounting, tax and wealth management. Our team is composed of highly educated individuals who are required to meet minimum levels of ongoing education each year.
Can you trust your advisor to make unbiased recommendations? We believe we have an ethical and professional obligation to always put our clients’ interests before our own and we never take for granted the trust our clients have placed in us.
Can you share anything with your advisor and trust that the information provided remains confidential? Bernath and Rosenberg puts every measure in place to ensure trust between you and your advisor. We adhere to the highest level of professional and ethical responsibility to protect the confidentiality of your information.
Do you feel you’ve built a personal relationship with your advisor and your needs are at the center of all your interactions? We build our relationship with you for the long-term. We aim to go above and beyond the expected in delivering client service. We serve our clients by anticipating their needs and embracing every challenge with enthusiasm, thought, and determination.