The Bernard Wealth Management Group, located in Reno, Nevada, is a client-focused financial advisory team affiliated with Stifel, one of the nation’s leading financial services firms. Led by Donald A. Bernard II, a seasoned advisor with over 30 years of experience, and his son, Donald A. Bernard III, the group specializes in providing customized investment guidance to high-net-worth individuals, families, retirees, and business owners. Their comprehensive wealth management process involves establishing client relationships, gathering financial data, analyzing and developing tailored plans, and conducting periodic reviews to ensure alignment with clients’ goals. Emphasizing a no-nonsense approach and placing clients’ interests first, the team offers a range of services, including retirement planning, estate planning, and investment management. Through their affiliation with Stifel, they have access to extensive research capabilities and resources, enabling them to deliver informed and strategic financial advice.