Bergen Private Wealth Management
Bergen Private Wealth Management (CRD# 282874) is a financial advisory firm headquartered in Englewood, NJ. They serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Marco Fernandes (CRD# 5457302) is an Investment Advisor Representative working at Bergen Private Wealth Management in Englewood, NJ and has over 8 years of experience in the finance industry.
“I founded BPWM to better serve my clients. To help my clients reach their goals is the foundation on which I run my practice. For my clients to truly have a financial advisor as a partner in their lives, acting as a true fiduciary to their needs, I felt the only possible solution was to be independent of shareholders and become the key decision-maker in starting BPWM.” As a financial planning firm I aim to help my clients reach their goals of retiring on time.
I am located in Bergen County, NJ but travel heavily within the tristate area. I hold a masters degree in business, a JD, and I also speak & write Portuguese fluently.