Bernard Wealth Management Corp.

Bernard Wealth Management Corp. We are a Registered Investment Advisory (RIA) firm providing fee-based wealth management services. Contact us today for a no-fee initial consultation!

Planning for your financial future has never been easier than working with Bernard Wealth Management Corp. We’re a financial planner in Royal Oak, MI, helping people create personalized financial plans to leave a lasting legacy. Our team works to have a deep understanding of each client's financial situation. We manage several different types of accounts, from Taxable broker accounts to Simple IRA

s, Qualified Retirement Plans, and more - we advise our clients on the most appropriate type for their goals. Whether you need assistance with retirement planning, wealth management, or financial advising our team is happy to help you.

As June marks the midpoint of the year, it can be a natural time to reflect on the first half of the year and the goals ...
06/01/2026

As June marks the midpoint of the year, it can be a natural time to reflect on the first half of the year and the goals you set.

Whether you’re continuing to move toward a current goal or setting a new one, the confidence to get started does not always come before the first step. Sometimes it grows with each one.

As we settle into this month, what is one dream or goal you are ready to pursue with a little more boldness in the second half of the year? Share it in the comments. We would love to hear what you are working toward.

Retirement isn’t just about *getting there*, it’s about thriving in all the years that follow. 🌟John Hancock's first‑of‑...
05/27/2026

Retirement isn’t just about *getting there*, it’s about thriving in all the years that follow. 🌟

John Hancock's first‑of‑its‑kind "longevity preparedness tool" experience gives you a clear look at how ready you are for a longer, healthier, more connected life.

You’ll receive a personalized score (0–100) across eight key areas:
• Health
• Finances
• Future care
• Home
• Daily activities
• Community
• Life transitions
• Social connection

Even better? Your results come with actionable insights to help you strengthen your plan — whether that means improving financial readiness, preparing for future care needs, or boosting your support network.

Longer life. Better planning. More confidence in your future. 💛
Are you ready to see your longevity score?

https://www.johnhancock.com/ideas-insights/longevity-preparedness-index/longevity-preparedness-score.html?businessUnit=gwamb2b&_gl=1*15xkdqp*_gcl_au*MzA4Njk5MDE3LjE3Nzk4OTUzMjM.*_ga*NjcyMjIwNDkwLjE3Nzk4OTUzMjM.*_ga_H70LFVJLDH*czE3Nzk4OTUzMjMkbzEkZzEkdDE3Nzk4OTUzMjMkajYwJGwwJGgw

We will be closed on Monday, May 25 in observance of Memorial Day. Today, we honor and remember the brave men and women ...
05/25/2026

We will be closed on Monday, May 25 in observance of Memorial Day.
Today, we honor and remember the brave men and women who made the ultimate sacrifice for our freedom.
We wish you a safe and meaningful Memorial Day.
Our team will return to normal business hours on Tuesday, May 26.

Tax season is behind us, and now is the perfect time to share your 2025 tax return with your financial advisor. Your tax...
05/21/2026

Tax season is behind us, and now is the perfect time to share your 2025 tax return with your financial advisor.

Your tax return is a financial blueprint that contains valuable insights for optimizing your wealth strategy. A thorough review of your return allows for identification of tax-saving opportunities, verification of prior strategies, and more effective planning for the year ahead. Swipe for more details.

If you have questions about your current wealth management strategy or have questions about how to share these forms with our team, don’t hesitate to reach out.

Thinking about early retirement? The Rule of 55 might be worth knowing about!1️⃣ Allows you to withdraw from your 401(k)...
05/20/2026

Thinking about early retirement? The Rule of 55 might be worth knowing about!

1️⃣ Allows you to withdraw from your 401(k) **penalty‑free** if you leave your job in or after the year you turn 55
2️⃣ It applies **only** to the 401(k) you just left
3️⃣ You don’t have to “retire” — you simply need to separate from your employer
4️⃣ Withdrawals are still **taxable**, even though the 10% penalty is waived
5️⃣ You can take withdrawals as needed — it’s not an all‑or‑nothing rule

If you’re considering early retirement or exploring your options, we’re here to help you understand what makes sense for you!

Read more on the Rule of 55: https://www.schwab.com/learn/story/retiring-early-5-key-points-about-rule-55?cid=34835772-6069808-249840279-435612013&dclid=CL6Zu6idtJQDFWyGpgQdZJMu3w&gad_source=7&gad_campaignid=23347979228

It’s National Plant Something Day! 🌱💚April showers bring May flowers — and today is the perfect excuse to add a little g...
05/19/2026

It’s National Plant Something Day! 🌱💚

April showers bring May flowers — and today is the perfect excuse to add a little green to your life. Whether it’s a new houseplant, a garden veggie, or a few fresh blooms, planting something today is a small step that can brighten your space and your mood.

What are you planting this season?

AI can be incredibly helpful but like any powerful tool, it comes with risks. Protect yourself from the pitfalls of AI a...
05/18/2026

AI can be incredibly helpful but like any powerful tool, it comes with risks. Protect yourself from the pitfalls of AI and stay secure online:

• Be cautious of “too‑perfect” messages
Scammers now use AI to create emails, texts, and even voices that sound convincing. Always double‑check unexpected requests.

• Verify before you trust
If you receive a message that feels urgent or unusual, contact the company or person directly using a known, official number (not the one in the message).

• Guard your personal information
Never share passwords, one‑time codes, or sensitive details — reputable institutions won’t ask for them.

• Slow down
AI‑driven scams often rely on pressure and speed. Taking a moment to pause can protect your information and your finances.

Technology keeps advancing — but so can your awareness. Staying thoughtful, informed, and cautious goes a long way in keeping your financial life secure!

BEACH 🏖️ or MOUNTAINS🏔️? Whether your dream getaway involves ocean waves or scenic trails, one thing is certain — saving...
05/15/2026

BEACH 🏖️ or MOUNTAINS🏔️?

Whether your dream getaway involves ocean waves or scenic trails, one thing is certain — saving and investing wisely can help you get there.
A little planning today can bring those future vacations closer than you think.
So… where are you headed? 🌅⛰️

This month, we’re putting your financial know-how to the test. How well do you understand investing concepts and calcula...
05/14/2026

This month, we’re putting your financial know-how to the test. How well do you understand investing concepts and calculating personal wealth? Swipe through this quiz to test your knowledge. You might even be surprised by what you learn!

If you have any specific questions or concerns about your financial picture, don’t hesitate to reach out. We’re here to be a resource for you.

The hardest part of investing is often putting in that very first dollar. 💵✨It can feel intimidating — wondering if it’s...
05/13/2026

The hardest part of investing is often putting in that very first dollar. 💵✨

It can feel intimidating — wondering if it’s the “right time,” if you’re starting with “enough,” or if you’re making the “right” choice. But here’s the truth: that first step is the most powerful one.

Why it matters:
• It builds confidence and momentum
• It turns intention into action
• It opens the door to long‑term growth
• It reinforces the habit of paying yourself first

Small beginnings can lead to big futures. Start where you are, with what you have — your future self will thank you. 📈💛

Address

360 N. Main Street, Suite 430
Royal Oak, MI
48067

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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