Bernstein Private Wealth Management Atlanta
Two Alliance Center
3560 Lenox Road
Suite 3000
Atlanta, GA 30326
404-279-4900
Looking for a new wealth advisor in Atlanta?
-
What Sets Us Apart
-
Business Owners
-
Multi-Gen
-
Corporate Executives
Local when it matters, global when it counts
Looking for wealth management in Atlanta? 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 top wealth management firms in Atlanta? We combine decades of experience with the “above and beyond” attitude of an intimate boutique.
A partner in the Atlanta region
As proud members of the Atlanta community, we feel a deep sense of responsibility to give back and make a positive impact. Bernstein’s team goes above and beyond addressing Atlanta’s wealth management needs by serving on local boards. Many local Atlanta organizations have benefited from our active volunteer base, including Open Hand Atlanta, where we volunteered during our annual day of service to pack many of the 5,000 meals delivered daily to those in need within the Atlanta community. Whether through time, talent, civic engagement or donations, we believe that we can help build a stronger, more vibrant community for everyone.
Our Senior
Leadership Team
-
Nam Maximus
-
Nam Maximus
-
Nam Maximus
Our Management
-
Nam Maximus
-
Nam Maximus
-
Nam Maximus
Our Advisors and Strategists
-
Curabitur Vestibulum Magna
-
Curabitur Vestibulum Magna
-
Curabitur Vestibulum Magna
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 Atlanta 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.
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 Atlanta 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.
Atlanta wealth management insights
As the age-old saying “never go into business with family” suggests, working with family has its challenges. Yet some of the most prosperous businesses are family owned…and the families themselves remain happy, healthy, and wealthy. What’s their secret?
Want to boost your family’s resilience? Try practicing three techniques linked to greater emotional fitness, stronger relationships, and increased happiness.
With margin loan rates now at their highest levels in over a decade, does it still make sense to use margin?