Bernstein Private Wealth Management Philadelphia
Looking for a new financial advisor in Philadelphia?
-
What Sets Us Apart
-
Business Owners
-
Nonprofit and Foundations
-
Sophisticated Investors
Local when it matters, global when it counts
Looking for a financial advisor in Philadelphia? 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 Philadelphia? We combine decades of experience with the “above and beyond” attitude of an intimate boutique.
Leave your mark
Many business owners count on Bernstein Private Wealth Management’s Philadelphia office for support. Whether you're 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 Philadelphia, helping business owners 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.
Advance your mission
As one of the top wealth management firms in Philadelphia serving nonprofits and foundations, we understand what it means to be a fiduciary partner. Our Philadelphia 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 Philadelphia 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.
Where insight, opportunity, and structure meet
We are known in the Philadelphia area as the go-to team for curious and discerning investors who want to stay ahead of the curve. Our financial advisors in Philadelphia are dedicated to providing the most innovative opportunities available—and we’re always ready to help you explore what you may be missing.
Clients of our Philadelphia financial advisors are sophisticated and savvy, always on the lookout for institutional caliber investment opportunities that are not readily available elsewhere. They are opportunistic, taking advantage of private, bespoke strategies that address the key conundrums in the market. And sometimes, they just want to hear a differentiated point of view.
Whether you're a seasoned investor or family office, come uncover the hidden gems that will help you achieve your long-term goals.
A partner in the Tri-State area
As proud members of the Philadelphia community, we feel a deep sense of responsibility to give back and make a positive impact. Many local tri-state organizations have benefited from our active volunteer base, including Manna—a Philly-based nonprofit that helps people with serious illnesses who need nutritious nourishment to heal. 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 Philadelphia 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 Philadelphia 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.