Invest with Intention®

Bernstein Private Wealth Management advises high net worth clients on planning for—and living with—the complexities that come with wealth. We specialize in addressing challenges that extend well beyond wealth management by offering a vast network of resources personalized to clients’ values and needs. 

Bernstein Private Wealth Management Goes Above and Beyond
At Bernstein Private Wealth Management, our clients’ dreams become achievable goals as they gain a financial confidant. Invest with intention.
Video Player is loading.
Current Time 0:00
Duration 0:00
Loaded: 0%
Stream Type LIVE
Remaining Time 0:00
 
1x
    • Chapters
    • descriptions off, selected
    • captions off, selected

      Building legacy through unbiased research and advice

      In a world where most investment managers look alike, Bernstein Private Wealth Management has evolved into an organization like no other. We serve solely as an investment manager, providing our diverse client base with an uncommon level of transparency. You'll always feel included, have a strategy you understand, and a partner whose interests are aligned with yours.

      The foundation of everything we do

      Singular Focus

      Aligned interests and accountability ensure clients always understand what we're doing for them and why. 

      eye focusing

      Flexible Approach

      Clients enjoy access to elite Bernstein managers as well as those from outside the firm.

      two people connecting

      Research-Driven Advice

      Exceptional research and sophisticated modeling instill clarity, and ground our advice. 

      monitor with search icon

      Personalized Service

      Our resources are vast, but our relationships are personal. We aim for every client to feel like they're our only client. 

      arrow chart pointing up

      Explore what matters to you

      Explore
      Explore
      Fulfilling our mission
      Navigating cross border complexity
      Investing responsibly
      Connecting as a female investor
      Growing My Business
      Transferring my wealth effectively
      Getting a pulse on the markets
      Diversifying my wealth
      Engaging with my family
      Feeling included as an investor
      Preparing for my inheritance
      Exploring my philanthropic side
      Managing my practice
      Remaining a High Achiever
      New

      Sustainable portfolios have lagged since the election. But markets may be discounting overly negative scenarios under a new administration.

      New

      Many hot trends have been turned into equity portfolios. But fads aren’t investing themes and may be flawed as standalone investments.

      New

      The journey from niche asset to core allocation looks set to continue.

      business people at computer

      We put people first

      We think globally but act locally, combining the resources of the largest firms with the exceptional service of a boutique. With offices in 21 cities across the US, giving back to the communities where we live is part of what makes Bernstein Private Wealth Management a special place to work.

      Featured Research

      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.

      Modern construction by the water

      Personalized guidance beyond the numbers

      Generations of experience has taught us that balance is key for success. We go above and beyond, helping you make thoughtful private wealth management decisions. We proactively help our clients address, “What am I missing?” or “How does this impact my legacy?” rather than simply, “Will I be okay?”

      Flexible Approach

      A key aspect of what sets us apart is our thoughtful approach to allocating clients’ capital. With an unconstrained manager selection toolkit, we’re able to tap Bernstein tenured managers, new additions to our firm, and external managers—all based on the optimal mix for a particular client’s wealth management needs.

      Group of business people in office cafeteria.

      Our Offices

      Our team of advisors in 21 cities are ready and able to provide private wealth management services wherever you are.