Bernstein Private Wealth Management San Francisco
Looking for a new wealth advisor in San Francisco?
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What Sets Us Apart
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Entrepreneurs
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Corporate Executives
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Nonprofits And Foundations
Local when it matters, global when it counts
Looking for wealth management in San Francisco? 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 San Francisco? We combine decades of experience with the “above and beyond” attitude of an intimate boutique.
Leave your mark
Many founders and business owners count on Bernstein Private Wealth Management’s San Francisco office for support. Whether you're eyeing the exit, raising capital, or leading a legacy family enterprise, we understand that your financial goals are intertwined with your personal values and aspirations. That's why we're here to help you achieve both.
We rank as one of the top wealth management firms in San Francisco, exploring fundamental questions like “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 prominent members of the business community, we're fully committed to your financial success.
Maximize your equity compensation
Many corporate professionals don’t have time to focus on all the components of their compensation packages. Those in the fast-paced technology and life sciences sectors tend to find it particularly challenging.
Bernstein Private Wealth Management’s San Francisco office can help take the guesswork out of compensation planning with our sophisticated modeling and pre-IPO and post-IPO tax mitigation techniques. We help you get the most out of your Qualified Small Business Stock (QSBS) and will tailor 10b5-1 selling plans, exchange funds, hedging strategies, family wealth transfer and charitable giving strategies to your specific needs.
Advance your mission
As one of the top wealth management firms in San Francisco serving nonprofits and foundations in the region, we understand what it means to be a fiduciary partner. Our San Francisco financial advisors 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 and 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 Bay Area 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.
A partner in the Bay area
As proud members of the San Francisco, community, we feel a deep sense of responsibility to give back and make a positive impact. Many local Bay area organizations have benefited from our active volunteer base, including JFCS (Jewish Family and Children's Services), Boys and Girls Club San Francisco, and Hamilton Families to name a few. 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 Francisco office 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 financial advisors in San Francisco 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.