Bernstein Private Wealth Management Washington, DC
Looking for wealth management in Washington DC?
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What Sets Us Apart
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Entrepreneurs
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Nonprofit And Foundations
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Global Families
Local when it matters, global when it counts
Looking for wealth management in Washington, DC? 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 Washington, DC? We combine decades of experience with the “above and beyond” attitude of an intimate boutique.
Leave your mark
Many entrepreneurs rely on Bernstein Private Wealth Management’s Washington, DC, office for support, particularly those in the government contracting market. We understand that your financial goals are intertwined with your personal values and aspirations. That’s why we’re here to help you achieve both.
As one of the top financial advisors in Washington, DC, we delve into essential questions like “What matters most to me?” and “How will I leave my mark on the world?” Whether you’re in the early stages of your business or are considering an exit strategy, we are dedicated to ensuring your financial success.
Advance your mission
As one of the top wealth management firms in Washington, DC, serving nonprofits and foundations, we understand what it means to be a fiduciary partner. Our Washington, DC, financial advisors sit on numerous 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. 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. And because our Washington, DC, 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.
Comprehensive solutions for cross-border wealth
Managing wealth across borders can be a daunting task, which is why we offer a comprehensive suite of solutions designed to simplify the process. Bernstein financial advisors in Washington, DC, and elsewhere partner with dedicated in-house specialists to deliver highly customized investment advice and portfolio strategies for foreign citizens residing in the US, US beneficiaries of foreign trusts, and international family offices.
Working alongside their legal and tax advisors, we help cross-border families tackle the complexities of pre-immigration planning, offshore trusts, and minimizing potential US income, gift, and estate taxes. As an award-winning financial advisor with cross-border expertise, we understand the intricacies of global wealth.
A partner in the DMV region
As proud members of the Washington, DC, community, we feel a deep sense of responsibility to give back and make a positive impact. Many local DMV organizations have benefited from our active volunteer base, including SOME (So Others Might Eat)—a DC-based nonprofit focused on combating poverty and homelessness. 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 Washington, DC, 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 Washington, DC, 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.