Bernstein Private Wealth Management Seattle

601 Union Street
Suite 4650
Seattle, WA 98101
206-342-1300

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Local when it matters, global when it counts

Looking for wealth management in Seattle? 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 Seattle? We combine decades of experience with the “above and beyond” attitude of an intimate boutique.​

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Children's Therapy Center 2022

A partner in Seattle

As proud members of the Seattle community, we feel a deep sense of responsibility to give back and make a positive impact. Many local Seattle organizations have benefited from our active volunteer base, including Children’s Therapy Center—the largest and most comprehensive independent nonprofit pediatric therapy program in Washington State. 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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Seattle Wealth Management Insights

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Beyond Bloodlines: Estate Planning When You’re Childfree

Estate planning can be as much about the people who are there for you day-to-day as it is about traditional family ties.

Concrete and stone steps.

Making Money More Meaningful

Many philanthropists are discovering that traditional grantmaking doesn't fully satisfy their desire to make a meaningful impact. Could the "Meaningful Middle" of philanthropy hold the key to unlocking untapped potential and transforming charitable giving?

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Tips for Engaging Siblings Not in the Family Business

7/17/24 | Crain Currency—How can family offices ensure that all siblings feel heard and included in decision-making? Anne Bucciarelli and Chelsea Smith share strategies for breaking down silos and fostering a sense of unity and collaboration.

Read the full article here. 

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 Seattle 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.

Get 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 Washington 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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