Bernstein Private Wealth Management Cleveland
Looking for a new wealth advisor in Cleveland?
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What Sets Us Apart
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Business Owners
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Nonprofits and Foundations
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Women and Wealth
Local when it matters, global when it counts
Looking for wealth management in Cleveland? 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 Cleveland? 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 Cleveland office for support, whether they’re eyeing the exit or leading a legacy family enterprise. We rank as one of the top wealth management firms in Cleveland, exploring fundamental questions like “What matters most to me?” and “How will I leave my mark on the world?”
As a business owner, you've worked hard to build your company and secure your financial future. But what about your employees? With Bernstein Private Wealth Management's 401k offering, you can provide your team with a comprehensive retirement plan that will help them achieve their own financial goals. Let us help you take care of your team while also taking care of yourself.
Advance your mission
As one of the top wealth management firms in Cleveland serving nonprofits and foundations in the region, we understand what it means to be a fiduciary partner. Taken together, our Cleveland wealth advisors sit on dozens of community boards, helping them make the most of the resources entrusted to them.
We work with all kinds of nonprofits and foundations, big and small. And we can help you with everything from creating personalized investment plans to making sure your board is running smoothly, developing effective fundraising strategies, and keeping your operations healthy. These are all important factors that contribute to your organization's long-term success. And because our Cleveland 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.
Achieve the financial future you deserve
Every woman's investing journey is different, which is why we offer a range of financial resources for every stage. Whether you're starting a business, changing your marital status, or enjoying a fulfilling retirement, our financial advisors in Cleveland have a wide range of expertise to help you along the way.
Our approach includes a focus on education, so you can feel confident in your investment decisions. And we regularly host networking events so you can meet others with similar aspirations. With our support, you can take control of your finances and achieve the financial future you deserve.
A partner to Greater Cleveland
Bernstein Private Wealth Management’s Cleveland office collaborates with many organizations including Akron Children’s Hospital, Cleveland Public Library and The Conservancy for the Cuyahoga Valley National Park. Through these growing relationships we live our values by giving our time, talent, and treasure to serve our community, focusing on ealthcare. We are committed to supporting the community in which we live, work and raise our families.
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 Cleveland 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 Cleveland 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.