Bernstein Private Wealth Management San Diego
Looking for a new wealth advisor in San Diego?
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What Sets Us Apart
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Business Owners
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Nonprofit & Foundations
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Professional Practitioners
Local when it matters, global when it counts
Looking for wealth management in San Diego? 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 makes us one of the best financial advisors in San Diego? We combine decades of experience with the “above and beyond” attitude of an intimate boutique.
Leave your mark
Many entrepreneurs count on Bernstein Private Wealth Management’s San Diego office for support. Whether you’re launching your latest endeavor, leading a family enterprise, or eyeing an exit, we understand that your financial goals are intertwined with your personal ones. That’s why we’re here to help you achieve both.
We rank among the premier advisors for wealth management in San Diego, helping founders answer, “What matters most to me?” and “How will I leave my mark on the world?” We'll help you explore economic trade-offs when planning for your future—and that of your top talent and staff. With dedicated resources for business owners and entrepreneurs, we’re fully committed to your financial success.
Advance your mission
As one of the top San Diego wealth management firms serving nonprofits and foundations in the region, we understand what it means to be a fiduciary partner. Our financial advisors in San Diego sit on numerous 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. 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. And because our San Diego 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.
Simplify your finances
As a professional practice owner, you enjoy the freedom of being in control of your work life but managing your finances can be complex. As a high-income earner, you may lose over 50% of your income to taxes. Bernstein’s financial advisors in San Diego offer access to proactive tax planning solutions, such as cash balance plans, to help you keep more of what you earn.
With our sophisticated modeling, we’ll help you quantify key economic trade-offs, helping you plan for retirement, the potential sale of your practice, and your legacy. We simplify your life by providing comprehensive advice, so you can focus on what you do best—running your practice.
A partner in San Diego
As proud members of the San Diego community, we feel a deep sense of responsibility to give back and make a positive impact. Many local San Diego organizations have benefited from our active volunteer base, including Rady Children’s Hospital, La Jolla Institute for Immunology, Curebound, and many others in the San Diego region. 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
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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 San Diego 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 San Diego financial 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.