Camelot Wealth Management Partners

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Team photo for Camelot Wealth Management Partners
Team photo for Camelot Wealth Management Partners

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Advisors

Richard B Bernstein

CRPC, CLTC®, APMA

Private Wealth Advisor

Co-Founder of Camelot Wealth Management Partners
Visit Richard B Bernstein's website