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INVEST WITH INTENTION®

Bernstein Private Wealth Management advises high net worth clients on planning
for—and living with—the complexities that come with wealth. We specialize in
addressing challenges that extend well beyond wealth management by offering a
vast network of resources personalized to clients’ values and needs. 

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Bernstein Private Wealth Management Goes Above and Beyond
At Bernstein Private Wealth Management, our clients’ dreams become achievable
goals as they gain a financial confidant. Invest with intention.
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BUILDING LEGACY THROUGH UNBIASED RESEARCH AND ADVICE

In a world where most investment managers look alike, Bernstein Private Wealth
Management has evolved into an organization like no other. We serve solely as an
investment manager, providing our diverse client base with an uncommon level of
transparency. You'll always feel included, have a strategy you understand, and a
partner whose interests are aligned with yours.

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THE FOUNDATION OF EVERYTHING WE DO


SINGULAR FOCUS

Aligned interests and accountability ensure clients always understand what we're
doing for them and why. 




FLEXIBLE APPROACH

Clients enjoy access to elite Bernstein managers as well as those from outside
the firm.




RESEARCH-DRIVEN ADVICE

Exceptional research and sophisticated modeling instill clarity, and ground our
advice. 




PERSONALIZED SERVICE

Our resources are vast, but our relationships are personal. We aim for every
client to feel like they're our only client. 




EXPLORE WHAT MATTERS TO YOU

Explore what matters to you Select Your Options Explore Fulfilling our mission
Navigating cross border complexity Investing responsibly Connecting as a female
investor Growing My Business Transferring my wealth effectively Getting a pulse
on the markets Diversifying my wealth Engaging with my family Feeling included
as an investor Preparing for my inheritance Exploring my philanthropic side
Managing my practice Remaining a High Achiever
Explore
Explore
Fulfilling our mission
Navigating cross border complexity
Investing responsibly
Connecting as a female investor
Growing My Business
Transferring my wealth effectively
Getting a pulse on the markets
Diversifying my wealth
Engaging with my family
Feeling included as an investor
Preparing for my inheritance
Exploring my philanthropic side
Managing my practice
Remaining a High Achiever
New


US DEFICIT: THE "OTHER" POLICY TO WATCH

Lasting fiscal deficits can exact a cost. Here's how the situation is shaping up
for the world's economies.

New


BRANCHING OUT: CHALLENGES FOR BANKS PRESENT OPPORTUNITIES FOR INVESTORS

Bernstein’s Ben Goetsch provides context on an evolving landscape for banks and
lending.

New


RESILIENT US HOUSING MARKET DEFIES LOFTY RATES

US housing has weathered surging mortgage rates. Thin inventory and pent-up
demand could create opportunity.


WE PUT PEOPLE FIRST

We think globally but act locally, combining the resources of the largest firms
with the exceptional service of a boutique. With offices in 20 cities across the
US, giving back to the communities where we live is part of what makes Bernstein
Private Wealth Management a special place to work.

Meet the Team


FEATURED RESEARCH


AI CHATBOTS REWRITE CODE FOR TECHNOLOGY SECTOR’S FUTURE

Chat GPT has ignited the world’s imagination about the power of artificial
intelligence and could breathe new life into the sector after a harsh year for
investors.


THREE HABITS OF RESILIENT FAMILIES

Want to boost your family’s resilience? Try practicing three techniques linked
to greater emotional fitness, stronger relationships, and increased happiness.


PERSONALIZED GUIDANCE BEYOND THE NUMBERS

Generations of experience has taught us that balance is key for success. We go
above and beyond, helping you make thoughtful private wealth management
decisions. We proactively help our clients address, “What am I missing?” or “How
does this impact my legacy?” rather than simply, “Will I be okay?”

Explore


FLEXIBLE APPROACH

A key aspect of what sets us apart is our thoughtful approach to allocating
clients’ capital. With an unconstrained manager selection toolkit, we’re able to
tap Bernstein tenured managers, new additions to our firm, and external
managers—all based on the optimal mix for a particular client’s wealth
management needs.

Explore



OUR OFFICES

Our team of advisors in 20 cities are ready and able to provide private wealth
management services wherever you are. 

Find an Office
HAVE QUESTIONS? WE'RE HERE TO HELP.


COMPANY

 * What We Do
 * Who We Advise
 * Our Insights
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LEGAL

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 * Business Continuity
 * Reports Pursuant to SEC Rule 606
 * Tax & Legal Notices
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 * CCPA Notice
 * Client Relationship Summary
 * Fraud and Security


INFORMATION

 * FAQ & Contact Us
 * Podcasts
 * Newsroom
 * Investments
 * Privacy Policy
 * AllianceBernstein
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GET IN TOUCH

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© 2024 AllianceBernstein L.P.


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THE GREAT WEALTH TRANSFER: TIPS FOR A SMOOTH TRANSITION

✕

Are you facing an inflection point? Here are some lessons on turning times of
transition into meaningful action.
LEARN MORE