Welcome to Bernstein Global Wealth Management

Lifetime Wealth Planning

The Advice You Deserve

Putting sophisticated planning tools and expert advice to work for you, we help you make well-informed financial decisions.

Our Best Thinking

Centrally Managed Investments

To give you direct access to our best thinking, we’ve structured our business around centralized research and investment management, with integrated wealth planning.

Customized Portfolios

Attention to Your Details

Your particular circumstances guide the way we manage your money, as we tailor portfolios to your goals, income needs, tax situation, and tolerance for risk.

Tax-Aware Investing

Keeping More of What You Earn

To help you keep more of what your investments earn, we employ tax management strategies in multiple ways.

Keeping You Informed

Communication Works Both Ways

When you’re well-infomed about the strategies we pursue, you’re more secure. And the more we understand you, the better we can tailor solutions just for you.

A Legacy of Trust

Commitment to Individuals, Families and Their Causes

When you entrust Bernstein to serve as your investment manager, you become part of a proud tradition of integrity, trust and financial success.

Contact Us

Contact a Bernstein advisor today or locate an office near you.


View our demo to discover the benefits of online account access.