Bernstein Private Wealth Management San Francisco
555 California Street
Suite 4400
San Francisco, CA 94104
415-217-8000
Looking for a new wealth advisor in San Francisco?
-
What Sets Us Apart
-
Entrepreneurs
-
Corporate Executives
-
Nonprofits And Foundations
Local when it matters, global when it counts
Looking for wealth management in San Francisco? 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 San Francisco? We combine decades of experience with the “above and beyond” attitude of an intimate boutique.
A partner in the Bay area
As proud members of the San Francisco, community, we feel a deep sense of responsibility to give back and make a positive impact. Many local Bay area organizations have benefited from our active volunteer base, including JFCS (Jewish Family and Children's Services), Boys and Girls Club San Francisco, and Hamilton Families to name a few. 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
-
Nam Maximus
-
Nam Maximus
-
Nam Maximus
Our Management
-
Nam Maximus
-
Nam Maximus
-
Nam Maximus
Our Advisors and Strategists
-
Curabitur Vestibulum Magna
-
Curabitur Vestibulum Magna
-
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 San Francisco office 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 San Francisco 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.