Bernstein Private Wealth Management Nashville
Looking for a new wealth advisor in Nashville?
-
What sets us apart
-
Business Owners
-
Nonprofits and Foundations
-
Athletes and Entertainers
Local when it matters, global when it counts
Looking for wealth management in Nashville? Bernstein Private Wealth Management (a division of AllianceBernstein) 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 Nashville wealth management firms? We combine decades of experience with the “above and beyond” attitude of an intimate boutique. In fact, we are the only firm of our size headquartered in all of Tennessee.
Leave your mark
Many business owners count on Bernstein Private Wealth Management’s Nashville office for support, whether they focus on healthcare, entertainment, or any other industry.
We rank as one of Nashville's premier wealth management firms, exploring fundamental questions like “What matters most to me?” and “How will I leave my mark on the world?” Whether you’re eyeing the exit or have just launched, we’re fully committed to your financial success.
Advance your mission
As one of the largest Nashville wealth management firms serving nonprofits and foundations in the region, we understand what it means to be a fiduciary partner. Taken together, our Nashville wealth advisors sit on well over 100 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 Nashville 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.
Helping elite performers
Our Nashville private wealth management team specializes in working with artists, entertainers, and athletes. We know that these high achievers are always in the spotlight, and that comes with its own set of unique challenges. We understand that they might not have a lot of time to focus on their personal finances, and that their income can be unpredictable. Plus, with a busy schedule and time away from home, it can be tough to stay on top of everything.
We’re here to help you hit all the right notes with your finances, no matter what your goals are. And if you're looking to use your platform to give back, we can help with that, too.
A partner to Greater Nashville
At AB, we're proud to call Nashville our home. And as members of this community, we feel a deep sense of responsibility to give back and make a positive impact. Whether through volunteering, participating on boards, civic engagement or donations, we believe that we can help build a stronger, more vibrant community for everyone.
We routinely have among the highest rates of corporate volunteerism in Nashville and our philanthropic giving often tops out at over $1 million per year. Many local organizations have benefited, including Second Harvest, a food bank serving Middle Tennessee. Our partnership with Second Harvest hits all aspects of our holistic approach to supporting our surrounding communities.
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
Nashville Wealth Management Insights
7/18/24 | Sports Business Journal—As individual athletes have gained a greater ability to monetize their personal brand through NIL regulatory changes, some are also using the opportunity to learn about becoming strategic private equity investors.
Read the full article by Adam Sansiveri and Stacie Jacobsen here.
11/18/24 | Billboard—Bernstein named to Billboard's 2024 Top Business Managers list for work in Sports and Entertainment.
Read the full article here.
Revealing your wealth is like a magic trick—it requires skill, timing, and knowing your audience. Here’s how to turn the big reveal into an empowering journey for your family.
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 Nashville 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 Nashville wealth advisors 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.