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.
We offer comprehensive holistic wealth management services focused on wealth preservation for generations to follow. Our investment philosophy incorporates many of the principles of “Modern Portfolio Theory.” Learn More
We offer comprehensive holistic wealth management services focused on wealth preservation for generations to follow. Our investment philosophy incorporates many of the principles of “Modern Portfolio Theory.” Learn More
We offer comprehensive holistic wealth management services focused on wealth preservation for generations to follow. Our investment philosophy incorporates many of the principles of “Modern Portfolio Theory.” Learn More
We offer comprehensive holistic wealth management services focused on wealth preservation for generations to follow. Our investment philosophy incorporates many of the principles of “Modern Portfolio Theory.” Learn More
We offer comprehensive holistic wealth management services focused on wealth preservation for generations to follow. Our investment philosophy incorporates many of the principles of “Modern Portfolio Theory.” Learn More
We offer comprehensive holistic wealth management services focused on wealth preservation for generations to follow. Our investment philosophy incorporates many of the principles of “Modern Portfolio Theory.” Learn More
We offer comprehensive holistic wealth management services focused on wealth preservation for generations to follow. Our investment philosophy incorporates many of the principles of “Modern Portfolio Theory.” Learn More
We offer comprehensive holistic wealth management services focused on wealth preservation for generations to follow. Our investment philosophy incorporates many of the principles of “Modern Portfolio Theory.” 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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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.