Solon Vlasto serves as a Principal at Bernhardt Wealth Management, where he leverages his extensive expertise in investment advisory and financial planning to provide tailored solutions for affluent clients and families. With a strong focus on comprehensive financial strategies, Solon excels in retirement planning, educational...
Solon Vlasto serves as a Principal at Bernhardt Wealth Management, where he leverages his extensive expertise in investment advisory and financial planning to provide tailored solutions for affluent clients and families. With a strong focus on comprehensive financial strategies, Solon excels in retirement planning, educational funding options, and the implementation of estate planning and tax strategies that align with client goals. His role as Chief Compliance Officer underscores his commitment to maintaining the highest standards of regulatory compliance and ethical practices within the firm.
At Bernhardt Wealth Management, Solon is instrumental in managing key projects that enhance the firm’s service offerings. He is actively involved in developing customized investment portfolios that incorporate a diverse range of asset classes, including equities, mutual funds, and IRAs. His proficiency in relationship management allows him to build lasting connections with clients, ensuring that their unique financial aspirations are met with precision and care.
Solon’s approach is characterized by a deep understanding of the complexities of wealth management, including the nuances of 401(k) plans and business retirement services. His ability to navigate the intricacies of tax planning and asset management positions him as a trusted advisor in the industry. As he continues to expand his knowledge and refine his skills, Solon remains dedicated to empowering clients to achieve financial independence and security, making a significant impact in their lives and the broader community.
