Bernstein Private Wealth Management Stamford
Looking for wealth management in Southern Connecticut?
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What Sets Us Apart
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Entrepreneurs
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Corporate Executives
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Professional Practitioners
Local when it matters, global when it counts
Looking for wealth management in Southern Connecticut? 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 others offering wealth management services in Southern Connecticut and Westchester County? Our clients benefit from the world-class resources and global reach of our New York operation with access to their financial advisors right here in Connecticut.
Leave your mark
Many entrepreneurs count on Bernstein Private Wealth Management for support, especially those who are contemplating a sale.
We rank among the premier advisors for wealth management in Southern Connecticut and Westchester County, exploring fundamental questions like “What matters most to me?” and “How will I leave my mark on the world?” Whether you’re eyeing the exit or have just launched, we’re fully committed to your financial success.
Maximize your rewards
Many corporate professionals don’t have time to focus on all the components of their compensation packages. Those in the fast-paced financial services industry tend to find it particularly challenging.
That’s why corporate executives exploring wealth management in Southern Connecticut frequently turn to us for sophisticated modeling and tax mitigation techniques—it helps take the guesswork out of compensation planning. We tailor 10b5-1 selling plans, exchange funds, hedging strategies, family wealth transfer solutions and charitable giving strategies to your specific needs.
Extend your team
Our advisors are respected members of their communities when it comes to wealth management in Southern Connecticut and Westchester County. They have extensive contacts among professionals serving the financial services industry, among others.
Tap into our vast network of internal and external resources, including corporate attorneys, accountants, investment bankers and strategic consultants. We’ll share research insights and industry color that can enhance your practice.
A partner in Southern Connecticut
The Bernstein Private Wealth Management team in Southern Connecticut is thrilled to be a lead partner of the Levitt Pavilion for the Performing Arts.
As a charitable organization, the Levitt is committed to providing free and abundant access to the performing arts and offering exposure to a diverse spectrum of artists. Producing over 50 live performances each year, they are an outdoor destination, cultivating a community where people of all ages and backgrounds are always welcome and encouraged to get to know the arts, nature, and each other. This is one example of how Bernstein is fully invested in the communities in which we live and work.
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 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 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.
Southern Connecticut wealth management insights
Chat GPT has ignited the world’s imagination about the power of artificial intelligence and could breathe new life into the sector after a harsh year for investors.
Want to boost your family’s resilience? Try practicing three techniques linked to greater emotional fitness, stronger relationships, and increased happiness.