Camelot Wealth Management Partners

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Richard B Bernstein

Richard B Bernstein

Private Wealth Advisor

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

Scott M Miller

Private Wealth Advisor

Co-Founder of Camelot Wealth Management Partners
Visit Scott M Miller's website
Jeffrey Feldman

Jeffrey Feldman

Financial Advisor

Visit Jeffrey Feldman's website
Darren Forzese

Darren Forzese

Financial Advisor

Visit Darren Forzese's website
Charles Zitner

Charles Zitner

Financial Advisor

Visit Charles Zitner's website
Leonard Krenek

Leonard Krenek

Financial Advisor

Insurance Specialist
Visit Leonard Krenek's website
Robert Hunt

Robert Hunt

Financial Advisor

Visit Robert Hunt's website
Fran Rubinstein

Fran Rubinstein

Financial Advisor

Senior Vice President
Visit Fran Rubinstein's website
William E Ward III

William E Ward III

Financial Advisor

Visit William E Ward III's website

Team

Nadine Coey

Nadine Coey

Office Manager,

Operations Specialist
Erin Byington

Erin Byington

Operations Director

Qualifications

  • Bachelors Degree - Boston College

Roles & Responsibilities

  • •Ensure timely advisor-client service meetings and operate time management systems. Responsible for planning all networking, appreciation, and community outreach events.
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Jordan Bernstein

Jordan Bernstein

Client Service Specialist

Kitti Kovacs

Kitti Kovacs

Client Service Coordinator