Olivia Lee's Contact Details

Olivia Lee's Company Details

Bernhardt Wealth Management

Tysons Corner, VA, US • 20 - 49 Employees
Financial Services

Bernhardt Wealth Management was established in 1994 by Gordon J. Bernhardt, CPA, PFS, CFP®, AIF®. The firm provides financial planning and wealth management services to affluent individuals, families, executives, business-owners, and retirees throughout the Washington, DC area. The Bernhardt team understands the particular needs of high-net-worth individuals and is focused on providing high-quality service and independent financial advice to help our clients make informed decisions about their money. We have developed a consultative approach to assist with all aspects of wealth management, including investment management, retirement planning, tax planning, philanthropic giving, estate planning, and other complex financial issues.Working with Bernhardt Wealth Management allows our clients to develop a quality of life that enables them to spend time with their families, focus on their businesses or professions, give back to their communities, and pursue other things that are important to them. We are committed to developing a long-term relationship with you built on a foundation of ethics, service and trust. Our focus is on your financial goals so you can focus on creating a quality of life that reflects your deepest values.