Bernstein Private Wealth Management Philadelphia

1735 Market Street
Suite 3800
Philadelphia, PA 19103
215-430-5600

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Local when it matters, global when it counts

Looking for a financial advisor in Philadelphia? 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 Philadelphia? We combine decades of experience with the “above and beyond” attitude of an intimate boutique.​

Independence Hall in Philadelphia, Pennsylvania, USA.
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A partner in the Tri-State area

As proud members of the Philadelphia community, we feel a deep sense of responsibility to give back and make a positive impact. Many local tri-state organizations have benefited from our active volunteer base, including Manna—a Philly-based nonprofit that helps people with serious illnesses who need nutritious nourishment to heal. Whether through time, talent, civic engagement, or donations, we believe that we can help build a stronger, more vibrant community for everyone.

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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 Philadelphia 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.

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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 Philadelphia 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.

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