Bernstein Private Wealth Management Chicago
Looking for a new wealth advisor in Chicago?
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What Sets Us Apart
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Business Owners
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Family Office
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Nonprofit and Foundations
Local when it matters, global when it counts
Looking for a financial advisor in Chicago? 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 Chicago? We combine decades of experience with the “above and beyond” attitude of an intimate boutique.
Define your success
Many business owners and entrepreneurs count on Bernstein Private Wealth Management’s Chicago office for support. Whether you're launching your latest venture, eyeing the exit, or leading a legacy family enterprise, we understand that your financial goals are intertwined with your personal ones. That’s why we’re here to help you achieve both.
We rank among the top wealth management firms in Chicago, helping business owners and innovative entrepreneurs answer, “What matters most to me?” and “How will I leave my mark on the world?” We'll help you explore economic trade-offs when planning for your future—and that of your top talent and staff. With dedicated resources for prominent members of the business community, we’re fully committed to your financial success.
Ensure your legacy endures
Bernstein Private Wealth Management’s Chicago team understands that true fulfillment is about more than just numbers on a balance sheet. For multigenerational families, it's about preserving a legacy and passing on values. That’s why our comprehensive services for family offices includes cutting-edge modeling and personalized tax strategies that align with your family’s values and goals.
Our family office specialists keep you ahead of the curve when it comes to wealth structuring, tax minimization, and governance strategies. We’ll also help you size your allocation to alternative investments, ensuring your family's financial security for generations to come. Let our Chicago wealth advisors help you maximize hard-earned success while staying true to your values.
Advance your mission
As one of the top wealth management firms in Chicago serving nonprofits and foundations in the region, we understand what it means to be a fiduciary partner. Taken together, our Chicago wealth advisors sit on dozens of community boards, helping them make the most of the resources entrusted to them.
We work with all kinds of nonprofits and foundations, big or small. And we can help you with everything from creating personalized investment plans to making sure your board is running smoothly, developing effective fundraising strategies, and keeping your operations healthy. These are all important factors that contribute to your organization's long-term success. And because our Chicago nonprofit and foundation clients tend to be lean on staff and have volunteer boards, we help backfill any gaps—cutting through the complexity for a wide range of decision-makers.
A partner to Chicagoland
As proud members of the Chicago community and acting hub for the Midwest region, we feel a deep sense of responsibility to give back and make a positive impact. Many local Chicago organizations have benefited from our active volunteer base, including Howard Brown Health, Ronald McDonald House Charities Chicagoland and Northwest Indiana, Christ the King Jesuit College Prep, and many others in the Chicagoland region. 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
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Nam Maximus
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Nam Maximus
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Nam Maximus
Our Management
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Nam Maximus
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Nam Maximus
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Nam Maximus
Our Advisors and Strategists
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Curabitur Vestibulum Magna
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Curabitur Vestibulum Magna
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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 Chicago advisory team 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 Chicago 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.