Does your advisor have the knowledge, expertise, and experience to help you reach your goals? Bernath and Rosenberg has over 30 years of experience in the fields of accounting, tax and wealth management. Our team is composed of highly educated individuals who are required to meet minimum levels of ongoing education each year.
Can you share anything with your advisor and trust that the information provided remains confidential? Bernath and Rosenberg puts every measure in place to ensure trust between you and your advisor. We adhere to the highest level of professional and ethical responsibility to protect the confidentiality of your information.
Do you feel you’ve built a personal relationship with your advisor and your needs are at the center of all your interactions? We build our relationship with you for the long-term. We aim to go above and beyond the expected in delivering client service. We serve our clients by anticipating their needs and embracing every challenge with enthusiasm, thought, and determination.