At Bernath & Rosenberg, we share a common mission – to help you in achieving your goals. Whether you’re embarking on your financial journey, planning for retirement, or savoring your golden years, our dedicated team is here to support you.
Your success is our priority. We offer a comprehensive range of services to cater to all your accounting, tax, and wealth management needs.
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We operate two primary divisions: Wealth Management and Tax/Accounting. Clients can engage with either or both, depending on their needs.
No. Clients can choose to work with one division independently, though many benefit from the combined perspective of both teams.
Our advisors help build comprehensive financial plans tailored to each client, covering investments, retirement planning, tax strategies, and estate considerations.
We take a disciplined, long-term approach focused on diversification, risk management, and aligning investments with your personal goals. Rather than chasing short-term trends, we emphasize strategies designed to help preserve and grow wealth over time.
Our Wealth Management fees start at 1% of the assets we directly manage and invest on your behalf. As account sizes increase, the fee percentage decreases on a tiered basis. Tax and accounting services are billed separately.
We provide year-round tax compliance and advisory services, as well as accounting support for individuals, families, businesses, and nonprofit organizations.
Yes. Our Wealth Management advisors act as fiduciaries, meaning we are legally obligated to put your best interests first in every recommendation we make. This differs from a traditional wirehouse advisor or broker, who may be held only to a “suitability” standard — recommending products that are appropriate, but not necessarily the best option for you.
Yes. We frequently work alongside your other trusted professionals to ensure your financial plan is cohesive. When appropriate, we also connect clients with outside specialists, such as estate planning attorneys, to create seamless strategies.
While each division operates independently, many clients choose to use both. This creates a one-stop-shop model where our advisors and accountants collaborate, helping to identify tax-saving opportunities and ensuring investment and tax decisions are fully aligned.
While we do not draft legal documents, we collaborate closely with experienced estate planning attorneys to create coordinated strategies that align with your overall financial plan.
Yes. We help clients evaluate retirement income needs, optimize savings strategies, and coordinate investment and tax planning for a secure retirement.
Yes. We assist clients in structuring charitable gifts, endowments, and philanthropic strategies, and work with outside professionals to integrate these goals into estate and financial plans.
Clients receive secure online access to their accounts along with clear, regular reporting. We also provide review meetings to update you on performance, progress, and adjustments needed to stay on track.
We offer regular review meetings tailored to each client’s needs, along with ongoing availability for questions, updates, and adjustments.
Absolutely. We provide specialized support for business owners, including tax strategy, retirement plans, and succession/exit planning.
We work with individuals, families, business owners, and nonprofit organizations seeking personalized financial planning, investment management, or tax/accounting guidance.
Reach out to schedule an introductory conversation. We’ll learn about your goals and explain how our services can be tailored to meet your needs.
