Royal Oak, MI Office
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Bernard Wealth Management Corp.
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Firm-wide stats for Bernard Wealth Management Corp.
About
Bernard Wealth Management serves individuals (including high-net-worth clients), businesses, corporate retirement plans and charitable organizations, offering discretionary portfolio management alongside fixed-fee and hourly financial planning engagements. A small advisory team oversees roughly $314 million in client assets across about 327 relationships and provides both ongoing management and standalone planning services.
The firm documents client goals and constraints in an Investment Policy Statement and implements model portfolios that blend core mutual funds and ETFs with selectively added individual stocks identified through quantitative screens and fundamental research. Asset allocation, rebalancing, and cash levels are adjusted to client risk tolerance and life changes, and fixed income strategies may include government, investment-grade, municipal and, when appropriate, high-yield securities.
Operational and service distinctions include a requirement that client assets be custodied at Charles Schwab and a stated practice of abstaining from voting client proxies, leaving proxy decisions to clients rather than voting on their behalf. Principals are also licensed insurance agents who may recommend insurance products for commissions, and the firm provides ERISA-related retirement-plan services as a Section 3(21) fiduciary with monthly monitoring of plan investment options.
Based on Bernard Wealth Management Corp.
Expertise
Based on Bernard Wealth Management Corp.
Location
360 N. Main St, Suite 430
Royal Oak MI 48067
Advisors at this office
2
Advisors at this office
Deanna H
CFP®, Series 63, Series 65
Royal Oak, MI
Bernard Wealth Management Corp.
Deanna Harless is a Certified Financial Planner® with 16 years of industry experience. She is currently with Bernard Wealth Management Corp., where she has worked since 2018, including a brief tenure at Creative Planning, LLC. Her background also includes experience at Securities America Inc. Bernard Wealth Management serves individuals, businesses, corporate retirement plans, and charitable organizations through discretionary portfolio management and financial planning. The firm manages approximately $314 million in client assets, employing model portfolios that combine mutual funds, ETFs, and selected individual stocks, with investment strategies tailored to client risk tolerance and life changes.
Kenneth B
CFA®
Royal Oak, MI
Bernard Wealth Management Corp.
Kenneth Bernard is a CFA® charterholder with 16 years of industry experience. He has been with Bernard Wealth Management Corp. for 15 years. In addition to his advisory role, he is licensed to recommend life insurance products in Michigan and is appointed with Jackson National Life and Brighthouse Financial. Bernard Wealth Management serves individuals, businesses, corporate retirement plans, and charitable organizations by providing discretionary portfolio management and financial planning services. The firm manages approximately $314 million in client assets using model portfolios that combine mutual funds, ETFs, and selected individual stocks based on quantitative and fundamental analysis.
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