Holiday Traditions: BWM Cares 2020
Gordon Bernhardt
Principal, Strategic Advisor, Author, and Philanthropist | My firm helps successful entrepreneurs, executives, retirees & their families make informed financial decisions as fiduciaries. | Let’s talk!
The Holidays are a time of tradition and giving. For 18 consecutive years, we have offered to make contributions to charities in honor of our clients instead of sending gift baskets during the Holiday Season. The response from our clients has been overwhelmingly positive, and we appreciate participating in the spirit of giving — which is part of what the holidays are all about, especially in a year like 2020.
At Bernhardt Wealth Management, we embrace our responsibility to giving back to our community. Therefore, we are proud to have contributed $14,360 to 52 local and national charities and $28,550 to the following five local charities in honor of our clients:
The response we get from each charity is that we are “part of a compassionate community” and “we are grateful for your generosity and hope you take great pride in the important difference that your gift makes.”
Without our clients, we would not be able to help the charities that our clients identified. And just as important, we thank our clients for allowing us to serve them. Thank you!
May your New Year be blessed with peace, love, and joy and may 2021 be a prosperous year for you!
ARCHITECTURE - CONSTRUCTION - REAL ESTATE
4 年Great tradition, Gordon! Proud to be your client!!
AUSTIN LUXURY REALTOR? | The Fab Property Group | @Properties Christie’s International Real Estate | Best Results Forward? | Proud Mom Of West Point Grad 16 | From Charleston, SC
4 年Merry Christmas Gordon. ?????? the gift that never stops giving. ?????? great work!
Startups | Finance | Consulting | Entrepreneur
4 年Gordon Bernhardt .. good tradition.. and wish you and team all success so that the tradition continues every year every holiday season..
AW?SWITZERLAND ? AW●ASIA PACIFIC | MIDDLE EAST ? Directories of wealth management, private banking, and other services for US, Canadian, and Latin American clients ? americanswelcome.swiss ? americanswelcome.asia
4 年Happy Holidays and a great start to 2021! ?? Greetings from Switzerland! ????