Advice that Makes a Difference
Personalized service for your specific needs
We recognize that the key to a successful relationship is open and frequent communication and stand ready to engage in whichever manner you choose. Whether your preference is for face-to-face meetings, the telephone, or email—or for us to deal directly with your other professional advisors, such as an accountant or attorney—we are happy to accommodate you.
Find a team member.
Bernstein listens to me, clarifies my goals, is very responsive, and provides advice beyond investments.
Working with our strategists
We’ll assemble a dedicated, cross-functional team with your wealth advisor integrating resources like Wealth Strategists and Investment Strategists as appropriate.
More Than Money Management
Our Investment Strategists and Wealth Strategists marry Bernstein’s extensive money-management experience with in-depth knowledge of trust, estate, and tax management complexities.
Our Offices
Our team of advisors in 20 cities stand ready to help you wherever you are.