Bernstein Private Wealth Management Minneapolis
Looking for a new wealth advisor in Minneapolis?
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What Sets Us Apart
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Business Owners
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Family Office
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Nonprofit and Foundations
Local when it matters, global when it counts
Looking for a financial advisor in Minneapolis? Bernstein Private Wealth Management serves as confidants to some of the region's most astute investors, helping them solve complex challenges—ones that extend well beyond wealth management.
What sets us apart from other top wealth management firms in Minneapolis? We combine decades of experience with the “above and beyond” attitude of an intimate boutique.
Leave your mark
Many business owners count on Bernstein Private Wealth Management’s Minneapolis office for support. Whether you're eyeing the exit or leading a legacy family enterprise, we understand that your financial goals are intertwined with your personal ones. That’s why we’re here to help you achieve both.
We rank among the top wealth management firms in Minneapolis, helping business owners answer, “What matters most to me?” and “How will I leave my mark on the world?” We'll help you explore economic trade-offs when planning for your future—and that of your top talent and staff. With dedicated resources for prominent members of the business community, we’re fully committed to your financial success.
Ensure your legacy endures
Bernstein Private Wealth Management’s Minneapolis team understands that true fulfillment is about more than just numbers on a balance sheet. For multigenerational families, it's about preserving a legacy and passing on values. That’s why our comprehensive services for family offices includes cutting-edge modeling and personalized tax strategies that align with your family’s values and goals.
Our family office specialists keep you ahead of the curve when it comes to wealth structuring, tax minimization, and governance strategies. We’ll also help you size your allocation to alternative investments, ensuring your family's financial security for generations to come. Let our Minneapolis wealth advisors help you maximize hard-earned success while staying true to your values.
Advance your mission
As one of the top wealth management firms in Minneapolis, we serve nonprofits and foundations in the region and understand what it means to be a fiduciary partner. Our wealth advisors in Minneapolis sit on numerous community boards, helping them make the most of the resources entrusted to them.
We work with all kinds of nonprofits and foundations, big or small. And because our Minneapolis nonprofit and foundation clients tend to be lean on staff and have volunteer boards, we help backfill any gaps—cutting through the complexity for a wide range of decision-makers.
A partner to the Twin Cities
As proud members of the Minneapolis community, we feel a deep sense of responsibility to give back and make a positive impact. Bernstein’s team goes above and beyond addressing Minneapolis wealth management needs by serving on local boards. Many local Minneapolis organizations have benefited from our active volunteer base, including ACES and Tubman. These organizations align with our own commitment to make a difference in Minnesota. Whether through time, talent, civic engagement or donations, we believe that we can help build a stronger, more vibrant community for everyone.
Our Senior
Leadership Team
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Nam Maximus
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Nam Maximus
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Nam Maximus
Our Management
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Nam Maximus
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Nam Maximus
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Nam Maximus
Our Advisors and Strategists
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Curabitur Vestibulum Magna
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Curabitur Vestibulum Magna
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Curabitur Vestibulum Magna
Uncertain times, clear advice
Your investments are important to you—they’re your means of reaching your financial goals and achieving better outcomes in life..
That’s why Bernstein Private Wealth Management's Minneapolis advisory team is here to help you explore the opportunities and risks of the world’s capital markets and the innovations that shape them. We understand that in risk-on, risk-off environments, it’s tempting to overcorrect. Instead, we’ll help you overcome your emotions and keep your portfolio on track by lending some much-needed perspective.
Have you fortified your portfolio against unexpected challenges?
While capital markets and the economy are constantly evolving, that’s just one aspect of your wider wealth. For all of life’s important questions—whether you’re assessing your cash flow or philanthropic capacity, analyzing the sale of your business, or planning your legacy—our financial advisors in Minneapolis can help. We serve as both a personal advisor and facilitator, creating a long-term financial strategy to ensure your wealth can withstand unexpected challenges.