Holistic Financial Solutions for Business Owners and Affluent Families
For over 30 years, Bernath & Rosenberg has helped business owners and affluent families preserve, protect, and grow their wealth throughout generations. Our mission as a dedicated accounting, tax and wealth management firm is to understand the financial “big picture” of our client’s lives. We work closely with our clients to clarify their goals and needs, and we offer them our full experience as we guide them through every stage of life. At all times, we are committed to delivering quality service to our clients, while serving as their most trusted advisor.
Bernath & Rosenberg understands the unique challenges business owners and affluent families face, so we combine accounting, tax and wealth management advice into holistic solutions tailored to your needs.