Guidance across generations
Bernstein Wealth Management
215-972-6832
800-523-4144
855-218-9211
UBS Financial Services Inc.
1735 Market Street
35th Floor
Philadelphia, PA 19103
As a team of highly credentialed professionals, we offer the experience to help manage your complex financial needs and a commitment to understanding your goals wherever you are in life. Providing the individualized attention of a boutique practice, we are backed by the strength and stability of UBS, one of the world’s largest wealth management firms.
Led by Brad Bernstein, our multigenerational team combines financial planning with investment management and delivers it with the highest standard of personalized service. By engaging each generation of your family, we are committed to offering thoughtful advice and education to meet your goals.
Why work with us?
- We are a highly credentialed team of financial advisors focused on delivering personalized service and outstanding advice
- We’re an intimate practice backed by the full resources of one of the world’s largest wealth management firms
- Through our comprehensive planning process and a broad set of financial solutions, we can address both the asset and liability side of your personal balance sheet
- We can provide the confidence that comes from a team who truly cares about you and each generation of your family
“All the things we do come directly out of understanding your goals and needs. Our comprehensive planning and investment process can help you better control your financial destiny.”
— Brad Bernstein
Brad Bernstein has been recognized as an industry leader
- Barron's Top 1,200 Financial Advisors, 2019, 2020
- Forbes Best-In-State Wealth Advisors, Pennsylvania, 2018 - 2020
Making a national impact
Beyond his highly-regarded advice to clients, Brad Bernstein is a frequent media contributor on a variety of subjects regarding personal wealth management, financial market commentary and portfolio strategies.
Brad in the media
USA Today: "Looking to invest? Here's how to diversify your portfolio based on when you'll need money"; 05/11/20
InvestmentNews: "Why now is just the time for more international investments"; 01/31/20
Associated Press: "Banks Lead US Stocks Broadly Higher on Trade Talk Optimism"; 10/10/19
Investor's Business Daily: "5 Ways Financial Advisors Can Land Millennial Clients"; 9/16/19
Associated Press: "US stocks climb amid signs of a thaw in US-China trade war"; 8/26/19
Yahoo! Finance, "The Final Round" (7/1/19)
USA TODAY—”Stock market: How to avoid investment mistakes when Dow swings up and down; (10/18/18)
US News & World Report—”4 Things to Do Before You Start Investing” (6/18/18)
US News & World Report—”What is a stock market correction?” (2/5/18)
USA TODAY—”What investors can learn from the stock market’s correction” (2/5/18)
Philadelphia Inquirer—”Trump market rally: Done, or just begun?” (1/18/17)
US News & World Report–”Why the GOP Tax Plan won’t hurt the stock rally (2/5/17)
Main Line Times—”What impacts your estate planning?” (4/16/17)
Philadelphia Business Journal— “Sudden wealth, short careers: NFL rookies have to learn finance fast” (5/5/17)
Investor’s Business Daily—”Think like a shrink to fix unhealthy money attitudes” (8/14/17)
USA TODAY—”Stock market rallies are best time to prep your 401K for next downturn” (10/24/17)
ThinkAdvisor.com—”Retirement Planning: Are women less risk tolerant than men?” (11/6/17)
USA TODAY—”Tips for building retirement nest eggs without taking too much risk” (11/15/17)
The Philadelphia Inquirer—”Get a Life Book” (1/3/16)
The Philadelphia Inquirer—”Don’t let your emotions and fear influence your investments” (3/9/16)
The Philadelphia Inquirer—”Trumps Economy” (11/9/16)
Philadelphia Business Journal—”A new investment reality in the days of Trump” (12/6/16)
Philadelphia Business Journal—”Investors, here’s how to prepare for Trump in the White House” (12/8/16)
Philadelphia Business Journal—”Investing in 2015: With oil falling, here are three sectors ready to explode (1/13/15)
Philadelphia Business Journal—”Investing behavior changes with age” (3/13/15)
US News & World Report—”8 investments that make a difference” (6/3/15)
The Philadelphia Inquirer—”How marriage can benefit gay couples” (6/15/15)
US News & World Report—”How market timing creates investment chaos” (7/15/15)
The Philadelphia Inquirer—”Retirement Strategies for early, middle, and late careers” (11/10/15)
The Philadelphia Inquirer—”Six financial moves to make before 2015 ends” (12/17/15)
Fox Business News–”How to Plan for Rising Health-Care Costs” (7/31/14)
The Philadelphia Inquirer–”Monday Money Tip: Improving US Job Market May Affect Best Bond Choices” (8/4/14)
Main Sreet.com–”Should You Be Spooked to Buy Stocks in Sept & Oct?” (9/11/14)
Fox Business News–”Why You Need a Small Business Exit Plan” (9/24/14)
WSJ–”Wall Street Gets a Case of the Jitters” (9/27/14)
Fox Business News–”Rising Interest Rates Will be a Mixed Bag for Consumers Next Year” (10/7/14)
FA IQ UBS: “Rich Clients Harbor Skepticism About Charity” (10/23/14)
Fox Business News–”Financial Health Means Managing Your Liabilities” (10/27/14)
The Philadelphia Inquirer–”Monday Money Tip: At year’s end, sell losing stocks-and gift winners” (11/24/14)
Fox Business News–”Six Investment Mistakes To Avoid in 2015” (12/15/14)
Goals-based planning: Focused on your objectives
In today’s world, you need to understand how all the pieces of your complex life can affect your pursuit of important financial goals. A comprehensive plan integrates all the services you need and provides a road map for reaching your objectives.
Service that builds lasting relationships
We offer a team approach that puts you and your family first. Our goal is to simplify your life and build lasting relationships by being helpful in every aspect of your financial world.
Professional investment management
We offer an approach to managing wealth that is both strategic and tactical. Our strategic component reflects your risk tolerance, time horizon and cash flow needs. Our tactical component responds to the day-to-day impact of economic, political, financial and tax considerations. By combining these two approaches, we can help position you to seize the opportunities of an unpredictable market.
Lending solutions tailored to your needs
Through our comprehensive planning process, we’ll work with you to find solutions to both sides of your balance sheet. That way, you can get credit you can count on, whether you need securities backed lending, a mortgage or tailored financing.
Our perspectives
Insights