1. My Start Page
Remember Me
Haven't registered?

Lifetime Wealth Planning

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

Core and Excess: The Bernstein Framework

Making Sure You Have Enough

Based on your personal circumstances, we’ll help you determine how much you need in “core capital” and create an investment strategy to protect it. Our analytic tools are designed to empower you to make the best possible decisions, despite the uncertainties of the market.

  • Affording a lifestyle transition
  • Balancing spending and saving
  • Optimizing asset allocation
  • Minimizing taxes

Giving You Control Over Where It Goes

Your “excess capital” is the amount you can commit to your legacy or other causes without limiting your lifestyle. Our wealth management experts work with you to find the best way to build and transfer this wealth through generations.

Our state-of-the-art capabilities can be used to analyze issues of:

  • Estate Planning
  • Charitable Giving
  • Wealth Transfer
  • Foundations and Endowments

Contact Us

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