Case Study Bernhardt Wealth Management is a small and thriving business that operates in the Washington, D.C. metropolitan area. Launched in 1994 by President and Founder Gordon J. Bernhardt, the firm specializes in managing the financial affairs of affluent clients who have at least $1 million in investment assets. In addition to its founder, the firm has a staff of highly trained financial advisors who work with clients regarding importa

Join for free to read