Our Services

We Simplify Your 
Financial Life.

When clients come for help, they often arrive with a scattered financial life—bank statements, real estate investments, wills, trusts, and more—all in disarray. 
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Addressing Your Concerns

Expect Trusted And Personalized Guidance

At Bernath and Rosenberg, we understand the crucial aspects of a trusted advisor relationship that matter most. We address these concerns in every interaction, fostering a long-term relationship with you and your family as your reliable accounting, tax, and wealth management advisor.
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Addressing Your Concerns

Our Wealth Management Services

Our mission is to help you reach your goals. Whether you’re beginning your financial journey, planning for retirement, or enjoying your golden years, our dedicated team is here to support you.
Managing wealth is about more than just numbers; it’s about creating a strategy that aligns with your long-term goals. At Bernath & Rosenberg, we take a holistic approach, organizing all aspects of your financial life—from investments to estate planning—into a comprehensive plan designed to preserve and grow your wealth across generations. Learn More
A solid financial plan is the foundation of effective wealth management. We collaborate with you to develop a personalized financial road map that addresses both current and future financial scenarios, positioning you to effectively pursue your wealth goals while adapting to life’s changes. Learn More
As part of your wealth management strategy, our estate and legacy planning services focus on preserving your assets and values for future generations. From establishing trusts to implementing sophisticated tax strategies, we craft a plan that shields your wealth and creates a lasting legacy in line with your goals. Learn More
For business owners, retirement plan design is a critical part of long-term wealth management. We help you create customized retirement plans that not only provide tax advantages but also enhance employee satisfaction, helping you grow and manage wealth effectively for both you and your employees. Learn More
Our Family Office Services extend beyond traditional wealth management by addressing the complexities of managing significant family wealth. From investment oversight to personalized financial reporting and bill paying, we tailor solutions to your family’s needs, freeing up your time and providing confidence with a trusted, confidential approach.
Safeguarding your wealth from unforeseen events is a critical component of wealth management. We offer risk management solutions that include life, disability, and long-term care insurance, creating a financial shield that helps mitigate risks and preserves your assets for future stability. Learn More
Charitable giving is often an integral part of a comprehensive wealth management plan. We work with you to create a charitable strategy that reflects your values, whether through annual donations or legacy gifts, while incorporating tax-efficient strategies to enhance both your impact and your wealth preservation. Learn More
Education planning is a key aspect of wealth management for many families. We help you develop tax-advantaged strategies to fund your children’s or grandchildren’s education, so you can support their future academic endeavors with your wealth without compromising your broader financial goals. Learn More

Streamline Your Finances

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We’ll discuss your situation, goals, and needs. Our dedicated advisor will then assist you in achieving true wealth through expert accounting, wealth management, and/or tax guidance.
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Credibility

Over 35 years of experience guiding business owners and affluent families, we’ve built our reputation on trust

Integrity

You’re gaining a partner who is as committed to your success as you are.

Comfort

Experience the Bernath & Rosenberg difference, where integrity meets personalized financial planning.

Connection

Any CPA can input numbers and prepare a tax return. At At our firm, we focus on understanding you.

Partnership and Trust

Your Trusted Financial Services Partners

Request an Appointment

We’ll discuss your situation, goals, and needs. Our dedicated advisor will then assist you in achieving true wealth through expert accounting, wealth management, and/or tax guidance.

Financial guidance for your business and family.

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Five Towns Office

126 Spruce Street Cedarhurst, NY 11516

Lakewood Office

1515 Pine Street, Suite 250 Lakewood, NJ 08701

Monsey Office

365 Route 59, Suite 203 Airmont, NY 10952

Florida Office

820 W 41 St. Suite 413 Miami Beach, FL 33140

The information appearing on this website is for informational purposes only and is not intended as tax, legal or investment advice. It may not be used for the purpose of avoiding any federal tax penalties. Although these materials may have been prepared by professionals, they should not be used as a substitute for professional services. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Privacy Policy | Privacy Promise | Business Continuity | Important Disclosures | Order Routing Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Financial Specialists website at Cetera Financial Specialists LLC.