Wealth Strategy

Our modeling brings choices to life, allowing clients to visualize the likelihood of achieving their goals for lifelong spending, giving to charity, or transferring wealth over generations. 

We start with a sense of your goals and values -

Each of our clients has distinct aspirations for their wealth. So we start by prioritizing what matters most to you. 

- Then we simulate over 10,000 possible outcomes -

Working from your discrete set of circumstances, we simulate thousands of potential scenarios using our Bernstein Wealth Forecasting SystemSM

- To estimate your future wealth -

​​Ultimately, we come up with a range of outcomes that allow us to frame your core capital figure. This is the safe amount to set aside for preservation—versus surplus capital that can be managed for growth. 

- and help you make better choices.

While there is no assurance the outcomes will come to pass, we help our clients quantify the potential of achieving their goals under evolving conditions. 

A wealth strategy prioritizes your aspirations. An investment strategy executes your wealth strategy in the capital markets.

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