Bernstein Private Wealth Management San Diego

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.

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.