Bernstein Private Wealth Management
Bernstein was founded 50 years ago to manage money for families and individuals. Our focus has never changed, although our client base has expanded to include businesses and institutions. Much like our client base, we are investors and innovators. More than just middlemen we push the boundaries of investing while minimizing costs and taxes. Our proprietary financial modeling tools give business owners, families and foundations a reliable preview of the impact from the choices yet to be made. Better decisions for tax efficiency and wealth transfer are easier to make knowing these impacts.