Financial Guidance for Your Business & Family
For over 35 years, Bernath & Rosenberg has helped business owners & families answer all the financial questions they face each day.
Discover The
Bernath and Rosenberg Difference
who we serve
At Bernath & Rosenberg, we share a common mission – to help you in achieving your goals. Whether you’re embarking on your financial journey, planning for retirement, or savoring your golden years, our dedicated team is here to support you.
BUSINESS OWNERS AND EXECUTIVES
BUSINESS OWNERS AND EXECUTIVES
I want to help my business continue to thrive, while also planning for retirement and succession.
Pre Retirees
Pre Retirees
I want to protect the wealth I’ve acquired and put it to work for me so I can continue to grow my assets.
Retirees
Retirees
I’m already retired and want to make sure my legacy is protected (and I don’t run out of money anytime soon).
Private Client
Private Client
I’m already retired and want to make sure my legacy is protected (and I don’t run out of money anytime soon).
Not-for profit
Not-for profit
I have a not-for-profit organization and need help navigating its complexities, from fundraising challenges to regulatory compliance.
Our services
Your success is our priority. We offer a comprehensive range of services to cater to all your accounting, tax, and wealth management needs.
Accounting & tax
wealth management
Wealth Management
Retirement Plan Design
Family Office Services
Request an Appointment
We’ll discuss your situation, goals, and needs. Our dedicated advisor will then assist you in pursuing true wealth through professional accounting, wealth management, and/or tax guidance
