Why Work With Us
Lakewood, NJ Location
At Bernath & Rosenberg, our mission is to understand the whole financial picture of our clients’ lives. We work closely with our clients to clarify their goals, values, and needs, and we offer them our full experience as we guide them through every stage of life. At all times, we are committed to delivering quality service to our clients, while serving as their most trusted advisor.
Our Lakewood, NJ location is one of our three offices servicing the greater New York and New Jersey region. While we love working with our clients in person, we also utilize technologies to accommodate clients from all over the United States. Client meetings may be held in person or via telephone call or videoconference.
Contact Us
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.
Location Address: 1515 Pine St Suite 250 Lakewood, NJ 08701
Simplify Your Financial Life
Services
Accounting & Tax Services
Business Consulting
Overcome challenges and seize opportunities with advice tailored to your industry. We provide forward-thinking strategies to help build a stronger, more resilient business. Learn More
Audit & Assurance
Whether for regulatory compliance, loan covenants, or mergers, our audit and assurance team offers thorough, reliable, and efficient services. Learn More
Business Tax Services
Maximize tax savings with our corporate tax planning professionals, who stay ahead of complex and evolving federal, state, and local tax laws to develop effective strategies for businesses of all sizes. Learn More
Individual Tax Services
Navigate the complexities of federal, state, and local taxes with our advisors, leveraging all available deductions, incentives, and credits to minimize your tax liability now and in the future. Learn More
Not-for-Profit Tax Services
Our deep knowledge and experience in not-for-profit compliance and planning helps organizations avoid tax-related issues, allowing you to focus on your mission without the burden of complex tax regulations. Learn More
Family Office Services (FOS)
Enhance your family’s financial well-being with personalized services including wealth management, tax compliance, bill paying, document management, and financial education, all delivered with absolute confidentiality. Learn More
Wealth Management Services
Financial Planning
We design personalized financial plans that adapt to your life’s challenges and opportunities, regularly communicating and monitoring to confirm you’re on track toward meeting your goals. Learn More
Risk Management
Safeguard your assets and prepare for the unexpected with comprehensive solutions, including life, disability, and long-term care insurance. Learn More
Estate Planning
Tailored estate planning services that integrate your financial, business, and tax needs to shield your wealth and create a lasting legacy. Learn More
Charitable Giving
Align your philanthropic goals with tax strategies through annual gifts and long-term legacy planning that reflect your values and support causes you care about. Learn More
Employee Retirement Planning
With over 30 years of experience, we help businesses maximize tax benefits, attract and retain employees, and fulfill fiduciary responsibilities through effective retirement plan management. Learn More
Education Planning
Navigate the rising costs of higher education with strategic savings plans that prepare you for tuition, room and board, and other expenses. Learn More