Bernath Rosenberg & Mandel

At Bernath & Rosenberg, we have been dedicated to providing comprehensive financial guidance to entrepreneurs, executives, and high-net-worth individuals for over 35 years. Our mission is to empower our clients to achieve their financial goals, whether they are looking to grow their business, plan for retirement, or ensure their wealth is preserved for future generations.

Our Expertise

We offer a wide range of services designed to address the unique needs of our clients. Our expertise includes:

Accounting & Tax

• Business Consulting: Our team of experts provides customized guidance to help you make informed decisions about your business.
• Audit & Assurance: We offer auditing services to ensure the accuracy and integrity of your financial statements.
• Business Tax Services: Our experts will help you navigate the complexities of business taxation, ensuring you are in compliance with all relevant laws and regulations.
• Individual Tax Services: We offer personalized tax planning and preparation services to help you minimize your tax liability and ensure compliance with all relevant laws and regulations.

Wealth Management

• Financial Planning: Our certified financial planners will work with you to create a customized financial plan tailored to your unique goals and objectives.
• Wealth Management: We offer a range of investment options designed to help you grow and preserve your wealth over time.
• Risk Management: Our experts will help you identify and mitigate potential risks to your financial well-being.
• Estate Planning: We will help you create a comprehensive estate plan to ensure the transfer of your assets according to your wishes.
• Charity Giving: Our team will work with you to establish a charitable giving strategy that aligns with your values and philanthropic goals.
• Retirement Plan Design: We will help you design and implement a customized retirement plan tailored to your unique goals and objectives.
• Education Planning: We offer guidance on education planning to help you achieve your long-term financial goals.

Our Typical Clients

At Bernath & Rosenberg, we serve a diverse range of clients, including:

• Business Owners and Executives
• High-Net-Worth Individuals
• Not-for-Profit Organizations
• Families and Individuals with Complex Financial Needs

What You Can Expect

When you work with Bernath & Rosenberg, you can expect:

• Expert Guidance: Our team of experienced professionals will provide personalized guidance and support to help you achieve your financial goals.
• Customized Solutions: We will work with you to create customized solutions tailored to your unique needs and objectives.
• Ongoing Support: Our team is committed to providing ongoing support and guidance to ensure your financial well-being.