If you’re reading this blog post, you are the reason we decided to become an independent firm.
Our driving force at Bernardo has always been the benefit of our clients — both financially and personally. We feel that, in today’s financial environment, having complete control of our business, rather than affiliation with a big wire house, is what best allows us to deploy our resources directly in our clients’ interest.
The first and strongest benefit of that decision: We’re thrilled to have brought Bill Roth onto our team as Bernardo’s Investment Director. A 16-year veteran of Capital Analysts, Merrill Lynch, and Centurion Group, Bill brings a whole new level of institutional expertise into our process, improving our ability to continue providing our clients strong investment advice by giving them the kind of resource to which few have access.
Technology is another big reason for our move to independence. Large wire houses use “pre-packaged” technology, which limits our team’s abilities and our clients’ choices. At Bernardo Wealth Planning, we can roll out new, cutting-edge technology as the financial landscape evolves, conducting our own due diligence in the marketplace to determine what software programs will be the most valuable to our clients and our process.
At the end of the day, what matters most is Bernardo’s ongoing commitment to keep your interests at the center of all we do. We look forward to continuing our relationships with you, and we’re certain you’ll soon experience the benefits of our transition to Bernardo Wealth Planning.