"Approaching your financial goals with your overall life goals in mind..."

Jerry Bernard

Jerry's clients appreciate his ability to communicate his wisdom and life's lessons in a non-threatening way. He is admired for his tenaciousness and innate ability to use those professional and personal life lessons to benefit his clients.

Already an author of Method Marketing , Jerry is writing a memoir called Stone Dock College -- A Path to Wisdom. He has over 25 years experience in the financial industry including management and retail brokerage with major Wall Street firms as well as regional financial institutions. A great storyteller, as will be evident in his memoir, Jerry is also a nationally recognized motivational speaker and sales trainer for some of the largest financial institutions nationwide.

As Chairman of Wealth Enhancement Group, Jerry specializes in tax strategies, and he uses a Nobel Prize winning strategy called Modern Portfolio Theory (The Nobel Foundation, 1990) in his financial planning practice. His clients, who span the entire financial spectrum, have the benefit of his wonderful mix of industry knowledge and practical life applications.

Jerry and wife Madeleine live in Minnetonka. Their four children have given them the wonderful gift of grandchildren. The Bernard's dog Jake contributes to Jerry's perspective on life. When Jerry isn't working, he has many "most important weekends" that center around hunting, fishing and Ducks Unlimited.

*Securities Licenses are held at Linsco/Private Ledger, Member FINRA/SIPC

Securities offered through Linsco/Private Ledger. Member FINRA/SIPC. Advisory services are offered through Wealth Enhancement Advisory Services, a Registered Investment Advisor. Tax and mortgage services provided are not affiliated with Linsco/Private Ledger.

This site as been published for residents of:  AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI ONLY. By entering you certify that you are a resident of one of these states. All information herein has been prepared solely for information purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security.