Bernstein Private Wealth Management

About

I work with business owners who are planning to sell their businesses through M&A transactions, nonprofits, business 401k's, corporate executives, and high-net-worth individuals and families who need complex planning. In addition to working with high-net-worth individuals and families, my team and I specialize in working with ultra high-net-worth clients. We have a team of former CPA's, attorneys, investment bankers, and tax professionals who help with the complexities these individuals and families face.