WellFull by Bernardo Wealth crossed $1 billion in the past month.
Published
Signal category
Capital & Finance
Quote
“This month WellFull crossed $1 billion.”
— WellFull by Bernardo Wealth team
Company
WellFull by Bernardo Wealth
Our investment strategy rests firmly upon a client-centered philosophy. Our goal is to help you achieve yours.
- Industry
- Investment Management
- Location
- Harleysville, US
- Company size
- 16 employees
Bernardo Wealth Planning assists in the creation, preservation, and management of wealth for our clients. BWP’s investment strategy rests firmly — always — upon our client-centered philosophy. We use theme-driven tactical and non-correlated vehicles with broad diversification across multiple asset classes, combining passive and active management, as essential tools to help mitigate risk and maximize our clients’ potential returns. Through the hiring of professional money managers, we are able to utilize some of the best investment minds in the industry. All these resources go to work for you, in service of one aim: to help achieve your goals.
Founded 2016