Staying Focused on Your Goals

With all the ups and downs in the markets, it can be easy to make emotional decisions that can cause you to sell low and buy high. At Bernath & Rosenberg, our goal is to keep you focused on your long-term financial goals and to use the markets as a tool to help you get there. Our Portfolio Advisory Services Program uses regular rebalancing and asset allocation based on your personal risk tolerance, so your financial future can be built on a sound, unemotional foundation.

For important compliance information, including disclosures, fund information, and the Form ADV 2A, click here.