Team profile


What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Cash Flow Management Strategies
  • Sustainable and Responsible Investing
  • Insurance
  • Retirement Planning Strategies

Awards & recognition

  • Camelot Wealth Management Partners, Ameriprise Client Experience Award, 2020-2023

Community participation

Camelot Wealth Management Partners - Community participation photo

BOCA RATON, FL – March 26, 2017 – Rich Bernstein, CRPC®, CLTC® and Scott Miller, CFP®, CLU® Private Wealth Advisors and their team from Camelot Wealth Management Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc. in Boca Raton, FL joined forces with Tri-County Animal Rescue on Sunday, March 26, 2017 at their Family Picnic Charity Event. The event raised $840 and collected a van full of donated items from the Tri-County Animal Rescue’s wish list.

  • Tri-County Animal Rescue