Extraordinary Service

As your needs evolve, so does our value. We aim to be part of your innermost circle, helping you solve your most pressing challenges—whatever they may be. 

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Our commitment to you

We’ll assemble a dedicated, cross-functional team with your financial advisor integrating resources from our Wealth Strategies, Philanthropy, and Investment teams as appropriate. 

Communication that works for you

Whether your preference is for face-to-face meetings, the telephone, or e-mail—or for us to deal directly with your other professional advisors, such as an accountant or attorney—we are happy to accommodate you. 

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The Bernstein Private Wealth App

We offer 24/7 access to detailed account information​ via our state-of-the-art website and mobile app.

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