Business Details
40 Years
experience
Your Trusted Financial Partner for Comprehensive Accounting & Wealth Management
Bernath & Rosenberg has been a trusted name in financial services for over 35 years, dedicated to providing personalized accounting, tax, and wealth management solutions. Our team of CPAs and CFP professionals combines deep industry expertise with a commitment to integrity, ensuring clients receive tailored strategies that align with their unique goals. We prioritize continuous education to stay ahead of evolving tax laws and financial trends, empowering clients to make informed decisions.Our collaborative approach fosters long-term relationships, treating every client's financial situation as if it were our own. With over 100 specialists, we offer comprehensive services that simplify complex financial landscapes, from business consulting to estate planning. Our mission remains unchanged: to deliver exceptional service rooted in transparency and client-centric values, ensuring financial success across generations.
Services
Business Consulting
Tax Services
Wealth Management
Financial Planning
Estate Planning
Retirement Planning
Family Office Services
Audit & Assurance
Not-for-Profit Services
Business Process Outsourcing
Details
- Year established: 1986
Highlights and features
- We offer 35+ years of experience in accounting, tax, and wealth management for businesses and affluent families.
- Our team of 100+ specialists provides personalized financial strategies tailored to your unique circumstances.
- We integrate tax expertise with wealth planning to optimize outcomes across all stages of financial life.
- Our CPAs and CFPs maintain continuous education to stay ahead of evolving tax laws and financial trends.
- We operate with absolute confidentiality and a client-first philosophy in all financial advisory services.
Associations and certifications
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER (CFP)
Services
Wealth Management
Our wealth management services provide comprehensive strategies to grow, protect, and transfer wealth across generations. We combine tax expertise with investment planning to create customized solutions for business owners and affluent families. Our team focuses on risk management, estate planning, and retirement strategies to ensure long-term financial security.
Tax Services
We offer specialized tax planning and compliance services for individuals, businesses, and not-for-profits. Our CPAs identify tax-saving opportunities while ensuring adherence to federal, state, and local regulations. From corporate tax strategies to complex individual returns, we deliver solutions that minimize liability and maximize financial efficiency.
Financial Planning
Our financial planning services create roadmaps for achieving short- and long-term goals through strategic budgeting, investment allocation, and risk assessment. Certified professionals develop personalized plans that adapt to life changes while maintaining tax efficiency and wealth preservation priorities.
Business Consulting
We provide strategic business consulting to help companies overcome challenges and capitalize on growth opportunities. Services include operational analysis, tax planning, and succession strategies tailored to specific industries. Our advisors combine accounting expertise with market insights to enhance business performance.
Estate Planning
Our estate planning services ensure your assets are distributed according to your wishes while minimizing tax implications. We create customized wills, trusts, and charitable giving strategies that align with both financial objectives and personal values for long-term legacy protection.
People
James H. Bernath
Founder & Partner Emeritus
Co-founder with 40+ years of experience in accounting and wealth management. Specializes in strategic financial solutions for businesses and affluent families while maintaining a legacy of client-focused service.
Jacob Rosenberg
Founder & Partner
Co-founder and CERTIFIED FINANCIAL PLANNER with expertise in tax law and retirement planning. Built the firm's wealth management division over 25 years, focusing on holistic client solutions.
Ted Stricker
Partner Wealth Management
Chief Operating Officer of Wealth Management with 25+ years in financial services. Specializes in personalized strategies for business owners and high-net-worth families through comprehensive planning approaches.
Nathan Wilamowsky
Partner Tax
Tax partner specializing in real estate and healthcare sectors. Provides strategic guidance on complex tax structures and compliance for clients across diverse industries while leading the New Jersey office operations.
Judah Lifshitz
Managing Partner Miami
Managing partner in Miami with expertise in tax optimization and business consulting. Focuses on strategic planning for businesses and individuals while maintaining a client-first approach to financial solutions.
Questions
What services does Bernath & Rosenberg offer?
We provide accounting, tax planning, wealth management, financial planning, estate planning, business consulting, and not-for-profit services tailored to individual and business needs.
How long has Bernath & Rosenberg been in business?
We've served clients for over 35 years, combining experience with continuous education to maintain industry leadership in financial services.
What makes Bernath & Rosenberg different from other firms?
Our team of 100+ specialists offers integrated accounting, tax, and wealth management services with personalized strategies focused on client-specific goals and long-term success.
Do you work with specific industries or client types?
We specialize in serving business owners, affluent families, not-for-profits, and individuals across various industries with customized financial solutions.
How do you approach financial planning?
We create personalized plans integrating tax strategies, investment management, and risk assessment to address both current needs and future goals through regular monitoring.
Can I schedule a consultation?
Yes, we offer complimentary consultations to discuss your financial situation and develop tailored strategies aligned with your personal or business objectives.
