Advice that Makes a Difference

Our advisors open doors and create new opportunities for clients and communities who share our values and seek personalized guidance beyond the numbers.

Personalized service for your specific needs

We recognize that the key to a successful relationship is open and frequent communication and stand ready to engage in whichever manner you choose. Whether your preference is for face-to-face meetings, the telephone, or email—or for us to deal directly with your other professional advisors, such as an accountant or attorney—we are happy to accommodate you. 

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Bernstein listens to me, clarifies my goals, is very responsive, and provides advice beyond investments.

- 2019, Client Survey

Working with our strategists

We’ll assemble a dedicated, cross-functional team with your wealth advisor integrating resources like Wealth Strategists and Investment Strategists as appropriate.​ 

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More Than Money Management

Our Investment Strategists and Wealth Strategists marry Bernstein’s extensive money-management​ experience with in-depth knowledge of trust, estate, and tax management complexities. 

Our Offices

Our team of advisors in 20 cities stand ready to help you wherever you are.