Bernstein Private Wealth Management Dallas
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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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Corporate Executives
Local when it matters, global when it counts
Looking for wealth management in Dallas? 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 Dallas? We combine decades of experience with the “above and beyond” attitude of an intimate boutique.
Leave your mark
Bernstein Private Wealth Management's Dallas office provides support to business owners across a range of industries, including medical practices, manufacturing, and other specialties.
We rank as one of the top wealth management firms in Dallas, exploring fundamental questions like “what matters most to me?” and “how will I leave my mark on the world?”
Whether you’re eyeing the exit or have just launched, we’re fully committed to your financial success and that of your employees. Let us help you take care of your team while also taking care of yourself with Bernstein Private Wealth Management's 401k offering.
Advance your mission
As one of the top wealth management firms in Dallas serving nonprofits and foundations in the region, we understand what it means to be a fiduciary partner. Taken together, our Dallas 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 or 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 Dallas 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.
Maximize your rewards
Many corporate professionals don’t have time to focus on all the components of their compensation packages. Those in manufacturing tend to find it particularly challenging.
Bernstein Private Wealth Management’s Dallas office can help take the guesswork out of compensation planning with our sophisticated modeling and tax mitigation techniques. We tailor 10b5-1 selling plans, exchange funds, hedging strategies, family wealth transfer solutions, and charitable giving strategies to your specific needs.
A partner to Northern Texas
Bernstein Private Wealth Management’s Dallas office collaborates with the United Way of Metropolitan Dallas. Through this growing relationship we live our values by giving our time, talent, and treasure to serve our community, focusing on food security, early education and healthcare. 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
Dallas Wealth Management Insights
A Q&A with Jennifer Goode on the potential 2026 estate, gift, and generation-skipping transfer (GST) tax changes and how counsel should approach planning with the uncertain future of federal transfer tax.
Confidence is up, but inflation and other worries offer ways to work toward better outcomes.
When things get shaky, private assets can provide a steady hand for those wary of the ups and downs of public markets.
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 Dallas 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 Dallas wealth advisors 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.