Bernard Garrah is a Fiduciary and Wealth Advisor at Cleveland Wealth, LLC. Since 1996, Mr. Garrah’s practice has been offering clients comprehensive financial planning services with an emphasis in investment management, retirement income planning and tax reduction strategies. His specialty is working with executives of private and publicly traded companies throughout the country to maximize their company benefit programs and build additional investment and tax strategies outside to secure their financial independence. He specializes in building strategies around Incentive Stock Options, Restricted Stock Units, Long Term Incentive Stock Plans and Net Unrealized Appreciation. Mr. Garrah is
Bernard Garrah
Wealth Manager
Cleveland Wealth
United States, Ohio, Westlake
About Me
Profile Information
Wealth Manager
Cleveland Wealth
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Westlake
Ohio
United States
Jul 24, 2024
Keylinks
More profiles to browse
Timothy Farley
Fiduciary Wealth Advisor
DS
Douglas Sockman
Principal
Thomas Stockett
Principal
Corbin Blackburn
Wealth Advisor
You Might Like
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc