Advisor photo for Richard B Bernstein

Richard B Bernstein

CRPC, CLTC®, APMA

Private Wealth Advisor
Co-Founder of
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Your financial priorities

    Learn more about key financial and investment insights to help you achieve your goals.

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  • What we do

    We offer personalized financial advice based on your goals and provide an upfront overview of costs.
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  • Understand IRA options

    Learn the pros and cons of a rollover and how an IRA could help you achieve your retirement goals.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

My commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

I provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review and analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals and share information with me safely and securely.

Ready to learn more about how I can help you? Getting started is as easy as scheduling a complimentary initial consultation.

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Featured insights

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Honored to be recognized in Forbes

I’m thrilled to share that I’ve been included on the 2024 Forbes Best-in-State Wealth Advisors list. This list includes top advisors from across the industry who provide comprehensive financial advice to help clients with their unique goals. Thank you to my clients for trusting me with your financial futures. And thank you to my team for the outstanding service you provide to all of our clients.