Invest with Intention®
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Tailored wealth solutions backed by decades of trust
Clients choose Bernstein Private Wealth Management for our blend of flexibility, insight, and personal attention. For nearly 60 years, clients have benefited from our singular focus on aligned interests and accountability. We offer a flexible approach, giving clients access to elite Bernstein managers and top-tier external experts. And our advice is powered by exceptional research and sophisticated modeling, ensuring clarity and precision in every recommendation. Above all, despite our vast resources, we pride ourselves on personalized service, making every client feel like they are our only client.
We put people first
We think globally but act locally, combining the resources of the largest firms with the exceptional service of a boutique. With offices in 21 cities across the US, supporting the communities where we live is part of what makes Bernstein Private Wealth Management a special place for both clients—and our talented teams.
Personalized guidance beyond the numbers
Generations of experience has taught us that balance is key for success. We go above and beyond, helping you make thoughtful private wealth management decisions. We proactively help our clients address, “What am I missing?” or “How does this impact my legacy?” rather than simply, “Will I be okay?”
Flexible approach
A key aspect of what sets us apart is our thoughtful approach to allocating clients’ capital. With an unconstrained manager selection toolkit, we’re able to tap Bernstein tenured managers, new additions to our firm, and external managers—all based on the optimal mix for a particular client’s wealth management needs.
Our Offices
Our team of advisors in 21 cities are ready and able to provide private wealth management services wherever you are.