Bernstein Private Wealth Management Chicago
227 West Monroe Street
Suite 5900
Chicago, IL 60606
312-696-7800
Looking for a new wealth advisor in Chicago?
-
What Sets Us Apart
-
Business Owners
-
Family Office
-
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.
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
-
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 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.