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Invest with Intention
We partner and serve as our clients’ financial confidante, embracing innovation and independent research to address increasingly complex challenges that extend well beyond private wealth management.
The foundation of everything we do
Aligned interests and accountability ensure clients always understand what we're doing for them and why.
Our investments are custom built using flexible parts that are engineered and designed to work together.
Exceptional research and sophisticated modeling instill clarity, and ground our advice.
Our resources are vast, but our relationships are personal. We aim for every client to feel like they're our only client.
Building legacy through unbiased research and advice
In a world where most investment managers look alike, Bernstein Private Wealth Management has evolved into an organization like no other. We serve solely as an investment manager, providing our diverse client base with an uncommon level of transparency. You'll always feel included, have a strategy you understand, and a partner whose interests are aligned with yours.
Explore what matters to you
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 20 cities across the US, giving back to the communities where we live is part of what makes Bernstein Private Wealth Management a special place to work.
Want to boost your family’s resilience? Try practicing three techniques linked to greater emotional fitness, stronger relationships, and increased happiness.
Amid the fog of war, Bernstein Private Wealth Management helps UHNW investors focus on how the conflict will change the world in which we live and invest.
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?”
A key aspect of what sets us apart is that we’re investors, which differs from the prevailing private wealth management model in the industry today. This direct connection with our clients allows us to solve complex wealth strategy challenges in an integrated manner. It also enables us to be efficient about what clients pay and more effective in the solutions we offer.