Bernstein Private Wealth Management West Palm Beach

Phillips Point West Tower
777 South Flagler Drive
Suite 1601
West Palm Beach, FL 33401

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Looking for a new wealth advisor in West Palm Beach?

Local when it matters, global when it counts

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

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Secure your legacy

Bernstein Private Wealth Management’s West Palm Beach team understands that true fulfillment goes beyond mere numbers. For families spanning generations, it's about safeguarding a legacy and instilling mission and values for years to come. That's why we closely partner with families—and the family offices that serve them—to structure their wealth in a way that aligns with their values and goals.

Our team of specialists can help you navigate intricate tax and estate issues, while also providing governance strategies and ways to express charitable intent. Let us help you maximize your hard-earned success while staying true to your values.​

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Leave your mark

Many business owners count on Bernstein Private Wealth Management’s West Palm Beach team for support. Whether you’re eyeing the exit 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 also know how much you care about your employees. With Bernstein Private Wealth Management's 401(k) offering, you can provide your team with a comprehensive retirement plan that will help them achieve their own financial goals. Let us help you take care of your team while also taking care of yourself.

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Achieve the financial future you deserve

Every woman's investing journey is different, which is why we offer a range of financial resources for every stage. Whether you're starting a business, changing your marital status, or enjoying a fulfilling retirement, our financial advisors in West Palm Beach have a wide range of expertise to help you along the way.

Our approach includes a focus on education, so you can feel confident in your investment decisions. And we regularly host networking events so you can meet others with similar aspirations. With our support, you can take control of your finances and achieve the financial future you deserve.

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A partner in West Palm Beach

As proud members of the Palm Beach community, we feel a deep sense of responsibility to give back and make a positive impact. Many local West Palm Beach organizations have benefited from our active volunteer base, including Kravis Center for the Performing Arts, The Promise Fund of Florida, Quantum House, and many others in the South Florida region. Whether through time, talent, civic engagement or donations, we believe that we can help build a stronger, more vibrant community for everyone.

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 West Palm Beach 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.

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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 West Palm Beach 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.